Create Page Layouts for Lead Distribution
- 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 Lead Distribution -
. - 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. Typically, channel managers see more data than partner users.
- Save the page layout.
- Repeat for channel manager profiles.