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,
2 answers
Hey@ULAS ALBAYRAK,
You’re on the right track, your understanding of lead distribution and deal registration flows is mostly correct.
If I simply say, lead distribution is when your team generates a lead and assigns it to a partner through the portal. The partner then qualifies it, and after approval, converts it into an account, contact, and opportunity.
Deal registration is the opposite; it starts with the partner. They submit a new deal, which creates a lead in Salesforce. Once your sales manager approves it, it becomes an account, contact, and opportunity.
To make this smoother, tools like LeadAngel can help automate lead routing and matching so the right partner always gets the right lead or deal fast.
