Enable AgentExchange Lead Collection

Collect leads when customers interact with your AgentExchange listings.

Before You Begin 

Before you enable lead collection, verify that the Salesforce org that receives leads is ready.

  • You must receive leads in a standard Salesforce org, not a Developer Edition org.
  • The org where you receive leads must have Web-to-Lead enabled.
  • Require reCAPTCHA Verification must be disabled in your Web-to-Lead settings.
User Permissions Needed 
To edit AgentExchange listings:Manage Listings

Steps 

  1. Go to the Partner Console.

    See Access the AgentExchange Partner Console.

  2. On the Listings tab, click a listing tile.

  3. Click Grow Your Business.

  4. Specify the Salesforce org where you want to receive the leads. We recommend using your partner business org so that you can manage leads and licenses from a single, convenient location.

  5. Enable lead collection for one or more activities, and complete any required setup. If customers must contact you for installation instructions, select Install the solution. To check the installation method for this listing, go to the Link Your Solution step (1).

    A screenshot of the Installation Method section of the Link Your Solution Listing Builder step

  6. Save your changes.

See Also