The document provides instructions for submitting partner leads through several key steps: filling out a lead submission form with details like the prospect's company name, address, number of employees, product of interest, expected close date within 6-9 months, and potential number of users; selecting the "Save Draft" option allows editing the lead later, while "Save and Submit" finalizes the lead submission; additional information in the form notes is crucial for sales representatives to qualify the lead.

1. How to Submit a Partner Lead
​ Partner Programs Operations and Support

2. Partner Lead Lifecycle

3. Partner Community
​ Business Tab View your
Leads
View your
Opportunities
View Projects
and CSAT score

4. What you see in their leads view…
Drill Down to your Leads
You can filter lead
status, type of leads,
your own leads or
organization leads.

5. Lead Submission Form
• Please provide FULL prospect’s
company name.
• Provide a valid address and
number of employees.

6. Lead Submission Form
Fill out the required fields

7. Lead Submission Form
Choose the product of
interest.

8. Lead Submission Form
Please submit a lead
that is expected to
close within 6 to 9
months.

9. Lead Submission Form
Please enter the
number of potential
users/license. NOT
the total number of
employees.

10. Lead Submission Form
Please provide as much
information and intel on
the Additional
Information box. This is
where our SDR look to
qualify the lead.
• If your not ready to submit,
click Save Draft. You can go
back to the lead and edit or
add more information.
• Click Save and Submit if you
are ready to submit the lead.

11. Thank you