Processing a Marketing Task

Procedure

1. Access the Marketing Tasks page.

   a) Log in to Huawei Cloud as a distributor.

   b) Click Partner Center in the drop-down list of your account name in the upper right corner.

   c) In the top navigation, select Sales > Leads and Opportunities > Marketing Tasks.

2. Select the Customers or Resellers' Customers tab as required.
3. In the task list, select a sales task and click Process Task in the Operation column.

   The Process Tasks page is displayed.

   

   

   • You can select a task and click Add Opportunity in the Operation column to add an opportunity for this task. For details, see Adding an Opportunity.
   • Click the eye icon next to a header to show or hide the complete content in the column. The content is hidden by default. For example, you can click the eye icon next to Account Manager to show or hide the complete content of account manager names.

4. Specify follow-up details and click Save Draft to record your processing.

   

5. After task is complete, repeat the preceding steps, click OK. The task status changes to Completed.