Viewing Marketing Tasks

Marketing tasks are a series of strategies, such as opportunity identification, cross-selling, promoting renewal, and scenario-based solution recommendation, used to develop customers. These strategies are used to efficiently and continuously enhance the connection with small and medium businesses and achieve marketing goals.

You can view your marketing tasks in Partner Center.

Procedure

Sign in to Huawei Cloud as a partner.
In the drop-down list of your account name, click Partner Center to go to the Partner Center.
In the top navigation, select Sales > Leads and Opportunities > Marketing Tasks.

You can view marketing tasks for your customers on the My Customers tab and for your resellers' customers on the Resellers' Customers tab respectively. To view your resellers' marketing tasks, you need to be authorized by them.
Set search options to search for sales tasks.

You can filter sales tasks by task name, customer name, account manager, level-2 policy, status, expenditure in last 12 months (USD), level-1 policy, task status, created time, and expiration time.
- Click a task name to view task details.
- Click Process Task in the Operation column to process a marketing task. For details, see Processing a Marketing Task.
  
  You can also click a task name to go to the task detail page and then click Process to process this marketing task.