1. From Setup, enter Request in the Quick Find box, then selectPage Layouts under Partner Fund Request.
2. Create a Partner Fund Request page layout for channel account managers by cloning the master partner fund request layout. Let’s call this Marketing FundRequest- CAM.
3. 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 approve and update requests.
4. Save the page layout.
5. Create another page layout for the partner users, keeping in mind that they submit fund requests.