Create Page Layouts for Deal Registration
- From Setup, enter Leads in the Quick Find box, then selectPage Layouts under Leads.
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Create a lead page layout for partner users by cloning the master lead layout. Let’s call this DealRegistration -
, or specifically, Deal Registration - Partner Users. - Modify the page layout to add, remove, or modify the behavior of fields, action buttons, related lists, and layouts based on who the layout is for.TipExtend the Lead Source picklist values to indicate which leads are submitted by partners as deals.Add a custom, auto-numbering field called Deal ID to both partner and channel manager page layouts. You can use this field value as a separate identifier for deals, in both leads and opportunities.
- Extend the Lead Source picklist values to indicate which leads are submitted by partners as deals.
- Add a custom, auto-numbering field called Deal ID to both partner and channel manager page layouts. You can use this field value as a separate identifier for deals, in both leads and opportunities.
- Save the page layout.
- Repeat for channel manager profiles.