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Topics#Sales And MarketingDomanda di Administrator Leapfrog
Administrator Leapfrog ha fatto una domanda in #Sales And Marketing
19 lug 2011, 20:10

Can PRM users own leads? Where is the Accept button in Leads View?

I am creating a Partner Portal where users will need to accept leads from a shared queue. Everything looks to plan, but the Accept button is missing from my New Leads view, so my PRM users are unable to own leads. 

 

Is there a setting for this, or are Partner Portal users unable to own leads?
6 risposte
  1. Nik Panter
    19 lug 2011, 20:21
    Have you customized the lead inbox?

     

    Include the Partner Portal Lead Inbox component on 

    home page layouts

     assigned topartner portal users. When a user logs in to your portal they see a list of leads for their lead queues. The user can click Accept next to a lead to take ownership of it and follow up.Note

    _img src="

    https://na7.salesforce.com/img/help/helpNote_icon.gif

    " /_Partner portal users must click Accept next to a lead to access complete lead details.

    After you add the component to home page layouts assigned to portal users, you can choose the columns that show up:

    1. Click  Your Name  | Setup | Customize | Partners | Settings.
    2. Click the name of your partner portal.
    3. Click Customize Lead Inbox.
    4. Add, remove, or rearrange fields from the Selected Fields list.Note

      _img src="

      https://na7.salesforce.com/img/help/helpNote_icon.gif" /_We recommend hiding important lead fields, such as Company Name and Lead Name, from partner portal users so that they aren't selectively choosing which leads to accept.

    5. Click Save.
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