Use the new Design Registrations Awaiting Approval report to review and approve the design registrations done on partner sites.
Required Editions
| Available in: Enterprise, Professional, and Unlimited Editions with the Design Registration add on. |
- Go to Setup > Channel Management.
- Navigate to Analyze Partner Performance and click Create PRM Reports and Dashboards and wait for the process to complete.
- Open the updated Channel Management Console (CMC) Dashboard from either: App Launcher, or Channel Management Home page.
- In Dashboards, go to All Dashboards and open the new version of the CMC Dashboard.
- Verify if the Design Registrations Waiting for Approval Report is available in the dashboard.
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Open the report, select product line items and take one of the following actions:
- Approve – Convert to an Opportunity Line Item.
- Reject – Exclude from approval and notify the partner.
- On Hold – Modify quantity before approval.
- In Review – Further analyze the design details.
Note Lead Line Items with approval status set to Approved or None only are converted to Opportunity Line Items.