Published at: 2026-09-17
Create and submit a lead
Partner users can create sales leads in Partner Connect and submit them to the upstream enterprise for reassignment or continued collaboration.
Before you start
- You are signed in to Partner Connect.
- Your role can create Sales Lead records.
- You have the lead’s basic business information.
Create and submit a lead
- Open Sales Leads from the Partner Connect home page.
- Select New Sales Lead.
- Enter the information required on the page.
- Save the lead.
- Use the available submission action to send the lead to the upstream enterprise.
After submission, the upstream enterprise can view and reassign the lead in its CRM. Refer to the current page for the lead status.
Invite team members
- Open the lead record.
- Select the action to invite members to collaborate.
- Select the partner users who should participate.
- Save the collaboration settings.
Import or export leads
Partner Connect supports lead import and export. Before using a bulk action, confirm that your role has the required permission, then prepare the data in the file format provided on the page.
Expected result
The lead is created and is available to the upstream enterprise for review, assignment, or collaborative follow-up.
Troubleshooting
- An entry or submission action is unavailable: Ask the upstream channel manager to check the access scope and business prerequisites.
- A configuration change is not effective: Check the application scope, role permissions, and dependent rules.