1. Microsoft Customer 2 Partner Connector Quick Reference Guide

2. C2PC – Customer 2 Partner Connector
What is C2PC?
C2PC is a lead management tool enabling:
Microsoft to pass SMB Leads to Partners to engage with customers timely
Microsoft and our Partners to provide a World Class customer experience
Microsoft Lead Sources
“Leads” are acquired from multiple sources, including:
Customer “Trials” including Office 365, Intune, CRM Online, Windows Server among other products
“Click 2 Chat” team who interact with customers with pre-sales questions related to Microsoft products
Customer Support Services assisting customers needing help
Outbound prospecting
3 Ways to Receive Leads in C2PC
Smaller Estimated Deal Sizes:
Sent to geography based pools and accepted by Partners on a first come, first serve basis.
Larger Estimated Deal Sizes:
Direct Assigned by your Partner Field Representative
Partner Generated Demand:
Track Partner Generated Opportunities related to Ready-To-Go (RTG) and Microsoft Community Connection (MCC) Events

3. Step 1: Email Notifications set when a New Lead has been sent to C2PC
Notification used when a New Lead has entered a pool that is available to you and other partners to accept on a first come, first serve basis (Smaller Deal Sizes)
Notification used when a New Lead has been directly assigned to you so no other partners will be able to view the lead except for you (Larger Deal Sizes & Partner Generated Demand)

4. (Please Review for 1st Time Log-In):
Step 2: Log In to C2PC
Log-In to C2PC by going to OR
Click on the Link that is provided in the from the previous step notifying you that there is a lead assigned to you
(Please Review for 1st Time Log-In):
C2PC Uses your Microsoft Account for User Authentication
The address you provided during your registration process will be the same address you use to log into C2PC.
This will also be the address that will be used to notify you of new leads.
If you are experiencing issues during log in please send to
System Requirements
Windows 7/Windows 8/Windows 8.1 Operating systems
IE10, IE11 (browsers)
Microsoft Excel for viewing reports
Internet Explorer Compatibility Settings
You may need to adjust your browser settings to support the C2PC user interface:
From Internet Explorer go to Tools -> Compatibility View Settings
Add cloudapp.net to Compatibility View

5. Step 3: Accepting Leads from Pool (First Come, First Serve)
Note: Leads will only show up on the “New” tab when you receive a C2PC Notification with the Subject Line “New Lead(s) Available”. These Leads are available to you and other partners to accept on a First Come, First Serve Basis
1. Click on New Tab
2. Review Details on Lead(s) to determine if you want to accept
4. Click on Accept
3. Check the Box on Lead(s) you Want to Accept
After completing this step, the leads will be removed from this tab and will no longer be accessible to other partners. It will now be available in your “Accepted” tab
**Once you have accepted a lead from the Lead Pool it cannot be returned**

6. Step 4: Automated Customer/Partner Introduction Email Sent
Shortly after you accept a lead or a lead has been directly assigned to you, an automated will be sent to the customer that will introduce you as the partner.

7. Step 5: Assign Sales Rep to Lead
Note: This is where you will find all Leads that have been directly assigned to you, as well as, any lead you have accepted from the “New” tab.
1. Click on Accepted Tab
3. Select Sales Rep you want to Assign
4. Click on Assign
Direct Assigned
2. Check the Box on Lead(s) you Want to Assign
Lead Pool
Lead Pool
After completing this step, the leads will be removed from this tab and will now be available in your “Assigned” tab

8. Step 6: Contact Customer
4. Click to Review Microsoft Tele-Rep Notes
1. Click on Assigned Tab
3. Review Customer Contact Details
2. Click ID#

9. Step 7: Update Lead Status
Note: Lead Status is available in “Assigned Tab” either through the Lead Details, Lead History, or Lead Notes tab
Update Status to one of the Following:
Interest Confirmed – The customer has confirmed their interest in having the Partner engage with them to address the customers’ needs
Quoted – The Partner has provided the customer an estimate related to their engagement
Closed as a Win or Loss – The customer has accepted the Partners proposal and sold software along with any services (Win), or the customer has declined the Partners proposal (Loss which will include Loss Reason to be identified).
Important: One you update a status on a lead, you cannot change it back to a prior status (e.g. Once you mark as Won, you can’t change it back to Quoted or Interest Confirmed)
Add any Notes you would like to add
Click Save

10. Additional Features
By clicking on the Export to Excel – available on the Accepted, Assigned, or Won/Loss Tabs, you can download the leads that are showing in each of those tabs into an excel spreadsheet
Sorting by Column
By clicking on any of the column headers within each of the tabs, you can sort the lead records within each of those tabs in ascending or descending order
The Won/Loss Tab will provide you a view of all of leads you have marked as either a Won or a Loss.
The Reports Tab will provide you a performance summary of your leads by status and by sales rep

11. Closed Loop Email to Customer
Approximately 8 days after lead is accepted by partner, a survey will be sent to customer
Any negative responses are followed up by our Tele Team
Will only provide feedback to Partner if the customer provides their consent
Visibility of survey results will only be available to Partner in aggregate
<Customer >
<Customer Name>

12. Accept only leads you fully intend to engage, manage, & close
Partner Expectations
Accept only leads you fully intend to engage, manage, & close
Ensure any sales representative within your organization that you are assigning leads to understand the C2PC Process and Tool
Ensure your organization is set up with the correct C2PC roles
You can have more than one of each but must have at least one “Partner Administrator”.
Partner Administrator – Accepts and Assigns Leads and can serve as Sales Rep
Partner Standard User – Is the Sales Rep who receives Leads from the Partner Administrator
Attempt to contact the customer within the next business day or sooner
Alert Microsoft to any system issues promptly

13. Resources C2PC Training Guides & Resources: http://aka.ms/RTGC2PC
C2PC Overview Guide & Document
C2PC Quick Reference Guide
C2PC Frequently Asked Questions
I receive an that “New” Leads are available but I do not see any leads when I log in to C2PC, why are there no leads?
I see a message when I try to accept a new lead that I have reached my lead limit and, therefore, cannot accept any new leads from the pool. How can I get more leads from the pool?
What Lead Volumes should I expect with the launch of C2PC?
How do I add additional users to access C2PC?
For System issues please contact:
For all other questions please contact your Partner Field Representative