The Signup Requests tab displays the signup requests home page.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or view signup requests: | Signup Request API |
From signup requests home page, you can perform these actions.
- Create a new signup. If you using a Trialforce template to create the signup, make sure the template has been approved.
- View the details of a previous signup, including its history and approval status.
- Create new views to display signups matching criteria that you specify.
- To create a signup, select Signup Request from the Create New drop-down list in the sidebar, or click New next to Recent Signup Requests on the signup requests home page.
- Enter the information for the signup request.
- Click Save when you’re finished, or click Save & New to save the current signup request and add another.