You can assign leads to partners or allow partners to drive their own lead queue.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To assign leads to partner users: | Edit on leads |
You can:
- Directly assign leads: Assign each lead to an individual partner user.
- Configure lead distribution: Assign leads to a lead queue and allow partner users to claim
leads from the queue. The native Partner Central Experience Cloud site template provides the
lead inbox component that you can use to pass leads to partners. Use lead assignment rules
to automatically assign leads to partner users or queues based on certain properties of
those leads.
Note User actions in a site don’t trigger assignment rules. - Configure deal registration: Allow partners to submit qualified or mature leads to get ahead of competitors.
Assigning a lead to a partner user or partner lead queue is just like assigning a lead to any other user or queue. Leads assigned directly to a user or a queue that is not part of the lead pool are shown on the site’s Leads page or tab. The partner user can see leads by selecting the appropriate list view. Until a partner user has reviewed a lead, it displays in bold, and is in the My Unread Leads list view.