Leads
Overview
Partner Portal Access Point
- Log in to your OneEnterprise account.
- Locate the Partner Portal icon at the bottom of the left navigation bar.
- Select the Partner Portal icon to open the Partner Portal.
Access Clients
- Click on the Clients group menu as shown in the screenshot.
- By default, the screen opens with the Customer tab open.
- Click on the Leads menu.
Leads
- Upon clicking on the Leads menu, the following screen will open.
- The Leads screen opens and displays the leads grid.
Partner Portal - Leads
OneEnterprise Integration Platform | User Story #14231 | June 2026
Overview
The Partner Portal Leads module gives authorized partners a dedicated space to submit, track, and manage sales leads within the OneEnterprise Integration Platform. Partners access the module through the Partner Portal application, navigate to the Leads section, and work within a structured grid that supports search, filter, sorting, and column customization. Partners can also submit new leads directly from the Leads screen.
This guide covers each functional area of the Leads module: accessing the Partner Portal, navigating the Leads screen, using search and filter, accessing help, submitting a new lead, and customizing the leads grid.
1. Partner Portal Access Point
The Partner Portal is a dedicated application within OneEnterprise. Partners access it from the main OneEnterprise application.
To open the Partner Portal:
- Log in to your OneEnterprise account.
- Locate the Partner Portal icon at the bottom of the left navigation bar.
- Select the Partner Portal icon to open the Partner Portal.
Figure 1 - Partner Portal icon at the bottom of the left navigation bar
Note The Partner Portal icon appears at the very bottom of the OneEnterprise left navigation bar. If you do not see it, contact your administrator to confirm your partner access permissions. |
2. Leads
The Leads section displays all sales leads associated with your partner account. The screen includes a statistics bar at the top and a data grid listing each lead.
To navigate to the Leads section:
- Open the Partner Portal.
- In the Clients group menu in the left navigation, select Leads.
- The Leads screen opens and displays the leads grid.
Figure 2 - Leads screen with statistics bar and leads grid
The statistics bar shows four metrics for your pipeline:
Metric | Description |
Total leads | The total number of leads in your account. |
Qualified | Leads reviewed and marked as qualified. |
Under review | Leads currently under review by the OneEnterprise sales team. |
Conversion rate | The percentage of leads that converted to active customers. |
2.1 Action area
The action area at the top of the Leads screen contains the core navigation and tools for the module.
Figure 3 - Leads screen action area with numbered callouts
Figure 4 - Leads grid with action area elements highlighted
Callout | Element | Description |
1 | Partner Portal icon | Opens the Partner Portal from the main application navigation. |
2 | Leads navigation item | Selects the Leads section within the Clients group menu. |
3 | Leads title / badge | Displays the module name and the current record count. |
4 | Search bar | Filters the leads grid by company name or contact details. |
3. Search
The search bar filters the leads grid in real time as you type. The grid updates to show only leads that match the search term, and the statistics bar updates to reflect the filtered results.
To search for a lead:
- Select the search bar in the action area.
- Type a company name, contact name, or any keyword.
- The grid filters to show matching leads and the record count updates.
- To clear the search, select the X icon in the search bar.
Figure 5 - Search results showing matching leads across fixed and scrollable columns
Note The leads grid has a fixed left section (Company, Type) and a horizontally scrollable right section. Search results appear across both sections. If no leads match your search term, the grid displays an empty state. Clear the search to return to the full list. |
4. Filter
The filter panel lets you narrow the leads grid by one or more criteria. Use the filter to focus on specific lead types, statuses, or geographic regions.
To filter the leads grid:
- Select the filter icon (funnel icon) in the action area to open the filter panel.
- Select one or more filter values across the available categories.
- Select Submit to apply the filters. The grid updates to show matching leads.
- Select Reset to clear all active filters and return to the full list.
Figure 6 - Filter panel showing Type, Status, Sales region, and DC region options
Filter | Description |
Type | Filter by lead type (for example, Customer or Partner). |
Status | Filter by lead status (New, Under Review, Qualified, Onboarding, Rejected). |
Sales region | Filter by the geographic sales region assigned to the lead. |
DC region | Filter by the data center region (AM, EMEA, or APAC). |
Note You can combine multiple filter values across categories. Select Submit after making all your selections to apply the complete filter set at once. |
5. Help
The help icon in the action area opens the Help panel, which provides contextual guidance for the Leads module.
To open the Help panel:
- Select the help icon (question mark icon) in the action area.
- The Help panel opens on the right side of the screen.
Figure 7 - Help panel open in the Leads screen
Note The Help panel content is in development. The panel currently displays placeholder text. Full contextual help content will be available in a future release. |
6. New Lead
Partners use the New Lead form to submit a new sales lead into the OneEnterprise pipeline. When you submit a lead, the system automatically attributes it to your partner account.
To register a new lead:
- Select the New Lead button in the top-right corner of the Leads screen.
- The Register new lead form opens.
- Complete the form fields. Fields marked with an asterisk (*) are required.
- Select Submit to send the lead.
Figure 8 - New Lead button location in the Leads action area
Figure 9 - Register new lead form
The form includes the following fields:
Field | Required | Description |
Company name | Yes (*) | The name of the prospect company. |
Yes (*) | The email address of the primary contact. | |
First name | Yes (*) | The first name of the primary contact. |
Last name | Yes (*) | The last name of the primary contact. |
Phone | No | The phone number of the primary contact. |
Industry | No | The industry sector of the prospect company. |
Country | Yes (*) | The country where the prospect is located. |
Region | Yes (*) | The geographic sales region for the lead. |
DC Region | Yes (*) | The data center region (AM, EMEA, or APAC). |
Interested edition | No | The OE edition the prospect is interested in. |
Estimated annual value | No | The estimated annual contract value for the lead. |
Note Company name, Email, First name, Last name, Country, Region, and DC Region are required. The form does not submit until all required fields contain valid values. |
7. Leads Grid
The leads grid displays all leads associated with your partner account. The grid has a fixed left section that always shows Company and Type, and a horizontally scrollable right section that shows the remaining columns.
Fixed columns
The Company and Type columns are always visible on the left side of the grid:
Figure 10 - Fixed columns (Company, Type) highlighted in the leads grid
Column | Description |
Company | The name of the lead's company. |
Type | The lead type (Customer or Partner). |
Scrollable columns
The following columns appear in the horizontally scrollable section:
Figure 11 - Scrollable columns highlighted in the leads grid
Column | Description |
First name | The contact's first name. |
Last name | The contact's last name. |
Edition | The OE edition associated with the lead. |
Sales region | The geographic sales region. |
DC region | The data center region (AM, EMEA, or APAC). |
Status | The lead's current status (New, Under Review, Qualified, Onboarding, Rejected). |
Added | The date the lead was created. |
Expanding a lead row
Each lead row has a chevron icon on the left. Select the chevron to expand the row and view all field values for that lead inline, without leaving the grid.
To expand a lead row:
- Locate the lead in the grid.
- Select the chevron icon at the beginning of the row.
- The row expands to display all field values.
- Select the chevron again to collapse the row.
Figure 12 - Expanded lead row showing all field details inline
7.1 Sorting
Every column in the leads grid supports three-state sorting. Sort by any column to organize your lead pipeline.
To sort by a column:
- Hover over the column header to reveal the sort icon.
- Select the header to cycle through sort states: Ascending, Descending, Unsorted.
- The active sort state appears as an icon on the column header.
Figure 13 - TYPE column showing active ascending sort indicator
Sort state | Description |
Ascending (up arrow) | Sorts values from A to Z or lowest to highest. |
Descending (down arrow) | Sorts values from Z to A or highest to lowest. |
Unsorted | Returns the column to its default order. |
Note Only one column can be sorted at a time. Selecting a new column header resets the previous sort state. |
7.2 Settings
The Settings icon at the beginning of the column headers row opens the Table settings menu. Use the settings menu to customize the grid layout.
To open the settings menu:
- Select the Settings icon (gear icon) at the far left of the column headers row.
- The Table settings menu opens.
- Select any option to perform that action.
Figure 14 - Table settings menu with grid customization options
Option | Description |
Manage columns | Show, hide, or reorder columns in the grid. |
Reset layout | Restore the grid to its default column order and visibility. |
Density | Change row height: Compact, Default, or Comfortable. |
Records per batch | Set how many records the grid loads at a time. |
Export CSV | Download the current grid data as a CSV file. |
Note Export CSV downloads all records currently visible in the grid, including any active search or filter results. |
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