Create Lead Record Types for Lead Distribution
- From Setup, enter Leads in the Quick Find box, then selectRecord Types under Leads.
- Create a record type to track leads you pass to partners for lead distribution. Let’s call this Sales Lead.For deal registration, create a separate record type called DealRegistration.
- Activate the record type and assign it to the appropriate partner and channel manager profiles for your community.
- Assign page layouts for the partner and channel manager profiles.
- Edit the picklist values for the Lead Source record type. Include values that let you track inbound leads from deal registration (from partners) separately from outbound sales leads (passed to partners).