What is Lead Management?

When it comes to Marketing Center, a lead is any prospect who interacts with an email, banner ad, or social post, and fills out an associated form.

Once a prospect becomes a lead, use the platform to:

• Manage and track lead stage
• Keep record of interactions
• Assign leads to the appropriate rep
• Once qualified, move the lead to opportunities

What is the purpose of this onboarding guide?

This guide was developed to help you and your partners get acquainted with Lead Management. It introduces  the capabilities available and provides step-by-step instruction to help you and your partners start using the most common features and tools available within the platform. 

Upon completion of this guide, you will be able to do the following: 

• Navigate the lead management area of the platform
• Access and manage leads
• Convert leads to opportunities
• Access and manage opportunities
• Identify setting options

How do I use this onboarding guide?

This guide is designed from the partner point of view and is organized as follows:

• This guide is divided into topics
• Click on each icon to access guidance and steps

How can I use this onboarding guide with partners?

The generic guide is available to use with your partners at any time - free of charge. If you would like to brand the guide and add it to your and add it to your marketing center portal - for a fee, please reach out to your Customer Success Manager.

Access Exploring Lead Management Guide

Click here to access the Marketing Center Onboarding Guide.