Customize Partner Central for Lead Distribution
- In your Partner Central community, go to the Home page in Community Builder.
- Click the Lead Inbox component and select the lead list view you want to display and link to. Configure other properties in the Property Editor.
- To save your changes, publish the community.
- Log in as a partner to test the lead distribution process.Create a few test leads that match the assignment rules for the lead queue.Make sure that the leads show up in the lead inbox queue and list view.Accept a lead. Accepting a lead makes the partner the owner of the lead.Verify that the lead shows up in the partners list view.
- Create a few test leads that match the assignment rules for the lead queue.
- Make sure that the leads show up in the lead inbox queue and list view.
- Accept a lead. Accepting a lead makes the partner the owner of the lead.
- Verify that the lead shows up in the partners list view.