Managing Leads

Monitor the interests expressed by leads in your apps and services.

Your leads represent a potential sale. Someone has expressed an interest in your app or service. It’s important to follow up on leads, track your progress, and update the status. By doing so, you can report on your lead activity. Leads and their status are reflected in the operational reports.

For each lead, you can also view and enter notes to communicate status and share information with your teams. The goal is to develop every lead into a sale and grow your business.

Viewing Leads

You'll get a lead whenever someone expresses interest in your app or service that you have published to Oracle Cloud Marketplace. When a lead is generated in Oracle Cloud Marketplace, you won't receive an email. You have to view the list of leads generated in Oracle Cloud Marketplace Partner Portal.

To view the leads generated by Oracle Cloud Marketplace, do the following:

Sign in to Partner Portal.
Click .
Review the information on the page. By default, the leads display as cards. Click List to view the leads as a list. Each lead includes:
Scroll the page, search, or use the filter and sort options to reorder the list or find a set of leads. For example, you might want to show only leads that are new.

You can view the following information for each lead:

The current status of the lead.
The lead name, company, and contact information.
The name of your app or service the customer is interested in.

You can export all your leads or a subset of your leads to a comma-separated values (CSV) file for use in presentations and reports. See Exporting Leads Data

Updating Lead Status

It’s important to follow up on leads, track your progress, and update the status. By doing so, you can report on your lead activity. Leads and their status are reflected in the operational reports.

To update the status of a lead, do the following:

Sign in to Partner Portal.
Click .
Scroll the page, search, or use the filter and sort options to reorder the list or find a set of leads. For example, you might want to show only leads that are new.
Click New or the current status of the lead, and select the appropriate status for this lead from the menu. For example, you can update the status when you contact a lead, when a purchase is made, or when you deliver apps or services.

In addition, you can export all your leads or a subset of your leads to a comma-separated values (CSV) file for use in presentations and reports.

Searching Through all Leads

To search for leads that match your specified criteria, use the text box at the top of the Leads page.

You can enter any keyword or text string. For example, you may want to search for all the leads associated with a particular app.

The search isn’t case-sensitive. It doesn’t matter whether you enter uppercase letters, lowercase letters, or a combination. The search doesn’t support wildcard characters (such as *) or Boolean operators (such as AND, OR, and NOT).

The search looks at the information in the following fields:

Lead First Name
Lead Last Name
Lead Company
Listing Name
Lead Email

To start the search, click .

To clear a search, delete the criteria from the search text box and click .

Filtering and Sorting Leads

By default, the Leads page displays all your leads and sorts the leads by the date created, placing the newest lead at the top of the list.

To filter and sort your leads, use the following options at the top of the Leads page:

Click Filter to select the type of lead you want to display. You can show all leads (default value), show only leads for your apps, or show only leads for your services. You can also filter your leads by selecting one or more status names to show only leads with the selected status. You can select to display only those leads with a status of new, contacted, purchased, or delivered.
Click Sort by to change the display order of the leads. You can sort by date created (newest first or oldest first), lead first name, lead last name, lead company name, or listing name. The listing name is the name of your app or service.

Exporting Leads Data

You can export your lead data to a comma-separated values (CSV) file. You can then use a spreadsheet application, such as Microsoft Excel, to view, edit, and sort the data. In addition, you can import the data into presentations to share the results with your team and management.

To export your leads to a CSV file, do the following:

Sign in to Partner Portal.
Click Leads.
Use search, the Filter options, and the Sort by options to list the set of leads you want to export.
Click . The system exports the current data set to a CSV file. The file name has this format:

Leads_mmddyyyy.csv

You can choose to open or save the file. When you save the file, you have the option to rename the file.
Click OK.

Entering and Viewing Notes

For each lead, you can view and enter notes to communicate status and share information with your teams. The goal is to develop every lead into a sale and grow your business.

To view and enter notes for a lead, do the following:

Sign in to Partner Portal.
Click (Leads).
Review the information on the page. By default, the leads display as cards. Click List to view the leads as a list.
Scroll the page, search, or use the filter and sort options to reorder the list or find a set of leads. For example, you might want to show only leads that are new.
To view the existing notes for a lead, click View Notes for the lead. You can view the notes, including who entered each note and when.
To enter a note for a lead, click View Notes for the lead. Type your comment in the text box and then click Add Note.

Deleting Leads

To delete a lead, do the following:

Sign in to Partner Portal.
Click . By default, the leads display as cards.
Scroll the page, search, or use the filter and sort options to reorder the list to find the lead that you want to delete.
Click Delete Lead, and then click Yes to confirm that you want to delete the lead.

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