Focus on Opportunities and Forecast Revenue with Pipeline Inspection in Partner
Sites
Perform stronger deal management using the Pipeline Inspection view in your partner
site.
Required Editions
| Available for partners in Experience Cloud Aura sites, accessed through Lightning
Experience in Enterprise, Performance, and Unlimited Editions
with Sales Cloud or Service Cloud. A PRM add-on license is required for each
partner user. |
| Available with Sales Cloud Einstein, which is available in Performance
and Unlimited Editions, and for an extra cost in Enterprise
Edition. |
| User Permissions Needed |
| To see the Pipeline Inspection view: |
Pipeline Inspection for Partners permission set |
You can locate Pipeline Inspection from this location when your site is built on the Partner
Central template, but this feature can be customized by your vendor. If you can’t locate
Pipeline Inspection, contact your site administrator.
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From your site navigation menu, click Sales.
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To see the Pipeline Inspection view, select Deals.
