AWS partner-central documentation change
Summary
Restructured and simplified content about lead management. Removed detailed status definitions and conversion steps. Added concise acceptance flow and post-acceptance actions.
Security assessment
No security vulnerabilities or weaknesses are addressed. Changes focus on workflow simplification and content reorganization without security implications.
Diff
diff --git a/partner-central/latest/sales-guide/leads.md b/partner-central/latest/sales-guide/leads.md index 59901a0d7..d4ef52232 100644 --- a//partner-central/latest/sales-guide/leads.md +++ b//partner-central/latest/sales-guide/leads.md @@ -7 +7 @@ -Lead statusAccepting a leadUpdating a leadConverting a lead to an opportunity +Accepting a lead @@ -11,28 +11 @@ Lead statusAccepting a leadUpdating a leadConverting a lead to an opportunity -The Leads page allows you to accept, manage, and report back updates on lead engagements shared by AWS and convert those lead engagements to opportunities. The Leads page has two tabs: - - * **Leads** – where you can manage and convert accepted leads - - * **Lead invitations** – where you can accept or reject leads shared with you - - - - -AWS Partners have the option to either **Accept** or **Reject** incoming lead invitations. Any new lead that is surfaced to you will need to be **Accepted** before the entire lead detail, including contact information, is made visible. Rejected leads will automatically be removed from the **Lead Invitations** tab. - -For lead management, partners can review, accept, or reject leads shared by AWS within a 5-business-day window. Leads progress through defined statuses and include essential information such as company details, use cases, and project descriptions. Once qualified, leads can be converted into full opportunities for further development. - -## 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. - -###### Topics - - - +Lead invitations from AWS appear in the **Lead invitations** tab, where you can accept or reject them within a 5-business-day window. You must accept a lead invitation before the full lead detail, including contact information, is made visible. Rejected leads are automatically removed from the **Lead invitations** tab. @@ -44 +17 @@ AWS Partners have the option to either accept or reject incoming lead engagement - 1. From the **Lead Invitations** Tab, click on one or multiple leads using the checkbox and select **accept invitation** or You can also click on any lead invitation and select **Accept invitation** on the top right corner. + 1. From the **Lead Invitations** tab, select one or more leads using the checkboxes, and then choose **Accept invitation**. Alternatively, select a lead invitation and choose **Accept invitation** in the upper-right corner. @@ -46 +19 @@ AWS Partners have the option to either accept or reject incoming lead engagement - 2. Once clicked, you will see a pop up appear to confirm acceptance. + 2. A confirmation dialog appears. Confirm your acceptance. @@ -53,33 +26 @@ AWS Partners have the option to either accept or reject incoming lead engagement -## Updating a lead - - 1. Navigate to any lead using the checkbox or clicking on the lead. - - 2. Select **Edit**. - - 3. Make relevant updates and select **Save**. You can also add interactions to the lead to record contact between a partner and the potential customer to help track engagement with leads across different channels and touchpoints. - - - - -## Converting a lead to an opportunity - -Once a lead reaches the Qualified stage, partners can convert it into an opportunity, maintaining the historical connection between the lead and the resulting opportunity. - -###### To convert a lead to an opportunity - - 1. Navigate to desired lead and click **create draft opportunity**. - - 2. Choose **Create draft opportunity** which is automatically generate a new opportunity with relevant lead information pre-populated. - - 3. Choose **View draft opportunity**. - - 4. Add any additional required opportunity information. - - 5. Choose **Submit** to submit for validation. - - - - -###### Note - -To transfer leads in bulk, refer to [Bulk actions](https://docs.aws.amazon.com/partner-central/latest/sales-guide/bulk-actions.html). +Once accepted, the full lead detail, including contact information, becomes visible. Accepted leads appear on the **Leads** tab, where they can be enriched with AWS insights, edited, and converted to opportunities. @@ -93 +34 @@ To use the Amazon Web Services Documentation, Javascript must be enabled. Please -Getting started +Managing leads @@ -95 +36 @@ Getting started -Managing Opportunities +Importing leads