Overview

The Leads module in OneEnterprise enables partners to register, track, and manage sales leads within the integration platform pipeline. A lead represents a prospective customer opportunity that a partner submits for progression through the OneEnterprise sales lifecycle. When you submit a lead, it is automatically attributed to your partner account and enters the platform's sales workflow.

Partners use the Leads module to register new opportunities, monitor lead status across stages such as New, Qualified, and Onboarding Wizard, and maintain accurate contact and configuration data. You can also delete leads that are no longer relevant, and modify existing lead records to reflect updated customer information or configuration changes.

To access the Leads module, navigate to Customers > Leads in the left sidebar. The Leads list displays all leads associated with your partner account, including the company name, contact details, assigned edition, region, and current status.

Key Features:

• Register New Leads: Submit prospective customer opportunities directly into the OneEnterprise sales pipeline with full contact and company details.
• Lead Status Tracking: Monitor each lead's progression through status stages, including New, Qualified, and Onboarding Wizard.
• Edition and Billing Configuration: Assign the appropriate OneEnterprise edition, billing cycle, and data center location to each lead at registration or during edit.
• Lead Modification: Update any lead's contact information, address, sales configuration, or description at any time.
• Lead Deletion: Permanently remove leads that are no longer active, with a confirmation step to prevent accidental deletion.

Add a New Lead

Use the Register New Lead form to submit a new sales opportunity to the OneEnterprise pipeline. The form collects contact details, address information, the target edition, billing preferences, and workflow triggers. Completing all required fields ensures the lead is properly attributed and processed.

Step 1 – Navigate to the Leads Module

• Navigate to Customers > Leads in the left sidebar.
• The Leads list page displays all existing leads for your partner account.
• Select the New Lead button at the top right of the page.
  

Step 2 – Fill the Lead Details

• Upon clicking the Add Lead button, the following screen will appear.
  
• The header will show the tile as "New Lead" and the Status as "New". The main screen is divided into three categories. Fill in all the details in the respective fields:
• Lead Information
• Communication Information
  
• Address Information 
• Lead Information:
  
• Company Name:
  
• Enter your company name in this field.
  
• It is a text field and mandatory.
• Type:
  
• Select the user type from the drop-down.
  
• The available options are Customer or Partner.
  
• It is a text field and mandatory.
• First Name: 
  
• Enter the first name of the contact for whom you want to create a lead.
  
• It is a text field and mandatory.
• Last Name:
  
• Enter the last name of the contact for whom you want to create a lead.
  
• It is a text field and mandatory.
• Website: Enter the company Website URL.
• Edition:
  
• Select the Edition from the dropdown.
  
• Available options include Pair Edition, Automate Edition, Integration Edition, AI Connect Edition, Business Edition, and Enterprise Edition.
  
• Billing Cycle:
  
• Select the Billing Cycle from the dropdown.
• The available options are Monthly or Annual.
  
• Region:
  
• Select the region from the drop-down.
• It is a mandatory field.
• Country:
  
• Select the Country from the dropdown.
  
• Please note that once you select the region, the Country field will list the list of countries from that region.
• It is a mandatory field.
• Data Center Region:
  
• Select the Data center location from the dropdown to specify the geographic region where the customer's data will be hosted.
  
• Please note that once you select a country, the Data Center Region field will list the available data centers for that country.
• It is a mandatory field.
  
• Data Center:
  
• Select the Data Center from the dropdown.
• Please note that once you select a Data Center Region, the Data Center field will list the available data centers for that data center region.
• It is a mandatory field.
• Communication Information:
• Email:
  
• Enter the Email address for the lead contact. 
  
• It is a mandatory field.
• Phone:
  
• Enter the phone number in this field. Please note that this number will be considered the lead's primary number.
• It is a mandatory field.
• Address Information: 
• Enter the address infomation in the following field in their respective fields:
  
• Street
  
• Code
  
• City
  
• State
  
• Country
  
• Notes: This is a text field where you write additional notes or information.
• By default, the Save button will be disabled. Once all the fields are filled, the button gets enabled.
  
• Click on the Save button to save the lead.