I have recently started to implement partner portal. I am trying to fiugre out differences between lead distribution and deal registration. I googled in internet and found some resources. I think I have understood how to handle it.
For lead distribution
1) Our SDR will create lead in Lead object and transfer it to the partner user. In partner portal partner user qualifies the lead and converts into account and contact and create an opportunity. Just before lead conversion in partner portal, there will be an approval prcess.
For deal registration
1) Partner user may do a deal registration thorugh partner portal. Info in deal registration will be created as a record in Lead object. Once our sales manager accepts it, then info will be craeted as an account and contact and also an opportunity.
My logic and flow is correct? This is my first time i am creating a CRM for the first time.
Regards,
Hi Ulas,
Yes, you’re mostly going right. The main difference is who initiates the process.
Lead distribution starts with your internal sales/marketing team. They create or capture the lead in Salesforce and assign it to a partner. The partner then qualifies the lead and, if it meets your criteria, converts it into an account, contact, and opportunity.
Deal registration starts with the partner. The partner submits a potential deal through the portal, and your sales team reviews and approves it before moving it into the appropriate account, contact, and opportunity records.
The exact Salesforce objects and approval flow can vary depending on how you design the partner process. Tools such as Salesforce Flow, Experience Cloud, or LeadAngel can help automate parts of the routing and assignment when the partner network gets more complex.
So, in simple terms: your team distributes a lead; the partner registers a deal.
