Enable Partner Portal Users to Add Collaborative Forecasts Opportunities in Collaborative Forecasts
- Make sure that you’ve done the following.Enabled partner portalsCreated a partner portalCreated a partner profile and assigned it to your partner portalEnabled an account as a partner, and enabled partner portal login for a contact of that account
- Enabled partner portals
- Created a partner portal
- Created a partner profile and assigned it to your partner portal
- Enabled an account as a partner, and enabled partner portal login for a contact of that account
- From Setup, enter Users in the Quick Find box, then select Users and select the partner portal contact that you created.
- Make sure that the Active and AllowForecasting checkboxes are selected.
- Enable the partner portal user in the forecast hierarchy, and make sure that the person is assigned to an active forecast manager.