Registering a Contact as a Lead

Register an Existing Contact as a Lead

You can register a contact with a supplier as a lead. Remember the difference between a lead and contact is the amount of interaction with marketing materials (see About Contacts and Leads).

Here are some tips about contact registration:

• If the data is required by your supplier, registration will not be processed until all the fields are completed.
• A contact can be registered more than once either via registration rules or manually.
• You can register a contact as a lead from Contacts > Selected Contact.
• You can update a registered lead with a status via Contacts or Leads > Registered Leads > Update Status.

To register a contact as a lead, follow these steps:

1. Navigate to Contacts > Contacts.
2. Select a linked contact name from the list.
3. Click Register Lead. If your contact came from marketing activities, you may need to navigate to the Leads for this Contact area, click the activity against which you want to register the lead, and use the Register as Lead button there.
4. [Optional] Complete the lead registration form, if one is presented. Suppliers design the lead registration forms so the content is unique to each partner. Some fields may be required. The lead will not be registered until all required fields are completed.
5. Click Register.

Register a New Contact as a Lead

When creating a new contact in your Partner Portal, you can also register them as a new lead with your supplier in a few simple steps:

1. Navigate to Contacts > Contacts.
2. On the top left-hand corner, click the Add Contacts dropdown.
3. Select Add Contact.
4. Complete the form for your new contact.
5. At the bottom of the form, check the Register as a lead with your supplier option.
6. Click Save.
7. Your supplier may request additional data for the lead. Complete the form, if one is presented, then click Register. This new contact will now appear both under Contacts and under Registered Leads.