How to master lead management for Zendesk partners

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Leads represent potential customers who have expressed interest in your product or service or who match the profile of your target audience. They are incredibly valuable as they mark the beginning of a customer’s journey towards purchase.

There are two types of prospects:

Inbound prospects: These people have discovered your product or service through your inbound marketing efforts or through online searches for solutions. They are often more prepared to buy because they have actively sought out information.
Outbound prospects: Your company uses proactive marketing strategies to identify and contact these potential customers. Unlike inbound prospects, outbound prospects may not have shown initial interest and often require further nurturing to recognize their need for your product or service.
When partners run Zendesk campaigns to generate inbound leads, they can use a unique tracking link that directs them to a landing page or form. Leads captured through this method will automatically appear in the View Leads section in Zendesk Partner Connect.

To maximize the potential of your leads, you need to manage them efficiently and convert them into opportunities. This comprehensive guide will help you navigate the process and achieve success.

Visualizing your prospects
Partners can add their unique tracking links to any Zendesk.com web page with a form (such as demo requests, a Zendesk event registration page, or a content download form) to generate leads. You can view contacts generated through your unique tracking link in the View Leads section . Before reaching out to any leads, review Zendesk's Lead Terms and Conditions to stay compliant and ensure a smooth process. Here number library are some tips for finding your leads:

Export your prospect list using the Export button at the bottom of the page.

Use the Last Updated or Created filter on the right to view leads based on their last updated or created date.

If you're testing your unique tracking link before launching a campaign, keep in mind that it takes about 20 minutes for leads to appear in your View Leads section. To avoid confusion, we recommend waiting 30 minutes before sending another test.

Assigned prospects
Managing your prospects
Once a lead is created, you will receive an email notification directing you to your View Leads page. Here's how to proceed:

First, select the prospect and review or edit the end-user information, if necessary. This ensures that all details are accurate before taking action.

Next, decide whether to accept or reject the lead. If you plan to pursue the lead, accept it to see all of its details. This represents your green light to begin interacting. If you don't plan to work with the lead, reject it. This will remove the lead from your queue and you can have Zendesk reassign it to another partner.