Leads

On Leads tab of the ACE Pipeline Manager, you can accept and update leads and convert leads to opportunities.

Accessing leads

1. Sign in to AWS Partner Central.

2. From the top menu bar, choose Sell, Leads Management. On the ACE Pipeline Manager page, the Leads tab is where you to accept, manage, and report back updates on lead engagements shared by AWS and convert lead engagements to opportunities.

Note

Only Alliance leads can view AWS Partner Solutions Finder leads. Users with the alliance lead, alliance team, and ACE manager roles receive automated messages when a lead is generated through their AWS Partner Solutions Finder listing.

Lead status

Leads can have the following status:

Lead status	Description
Open	The lead was accepted by the partner but no customer contact has been made.
Research	The lead is being reviewed by the partner to understand customer needs, use case.
Qualified	Partner account team engaged with prospect/end customer to discuss viability, understand requirements, etc. Prospect/end customer agreed the opportunity is real, of interest, and may solve a business or technical need.
Disqualified	Lead cannot be tied to an opportunity.

Accepting a lead

AWS Partners have the option to either accept or reject incoming lead engagements. You must accept an incoming lead before you can view all lead details including contact information.

1. On the Leads tab, for All Customer Engagements, choose Leads Pending Acceptance.

2. Choose the row of the lead you want to accept.

3. In the Action column, choose Accept.

Updating a lead

1. On the Leads tab, select the row of the lead you want to update.

2. In the Action column, choose Update.

3. On the Leads detail page, choose Edit.

4. Edit lead details and choose Save.

Converting a lead to an opportunity

On the Leads tab, you can convert qualified leads to opportunities to receive AWS validation and support.

1. On the Leads tab, select the row of the qualified lead you want to convert.

2. In the Action column, choose Update.

3. On the Leads detail page, choose Convert.

4. On the confirmation dialog, choose OK.

5. Complete the five steps of the Create opportunity form.

6. On the Review and create page, choose Save & Submit.

7. Choose Back to Opportunity Dashboard. On the Opportunities tab, the new opportunity displays with status of Submitted.

Exporting the current lead view

You can export the current lead view as a CSV file. On the Leads tab, choose Bulk Actions, Export current lead view.

Note

To view all available lead information, ensure that all leads are accepted. For more information, refer to Accepting a lead.

Transferring lead ownership

Partner users can transfer ownership of leads in ACE Pipeline Manager to another active user in their partner organization that meets the following criteria:

• The user must have permissions to ACE Pipeline Manager. For more information, refer to Permissions.

• The user must have the alliance lead, alliance team, ACE manager, or ACE user role.

1. On the Leads tab, choose the lead you want to transfer.

2. Choose Bulk actions, Transfer lead.

3. Enter the name of the user you want to transfer to.

4. Choose Save.

Note

To transfer leads in bulk, refer to Bulk actions