Customize Partner Central for Deal Registration
- In your Partner Central community, go to the Home page in Community Builder.
- Click the Quick Create component and add another global action. By default, a New Account action is added. Click it and select the global action you created for partners to register deals.
- To save your changes, publish the community.
- Log in as a partner to test the deal registration process.Submit a couple registered deals from the Quick Create button.In a different browser, log in to see if the approval workflows are working. Approve or reject a deal.Back in the community, check the lead and deal list views as partner.
- Submit a couple registered deals from the Quick Create button.
- In a different browser, log in to see if the approval workflows are working. Approve or reject a deal.
- Back in the community, check the lead and deal list views as partner.