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            Create Lead Record Types for Lead Distribution

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            Create Lead Record Types for Lead Distribution

            Create a lead record to track sales leads that you pass to partner users. Record types help you differentiate between sales leads and registered deals, assign specific page layouts for different processes, and simplify reporting for each type of record.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Note
            Note Creating a lead record type requires a lead process and a lead page layout.

            Lead distribution is used for managing outbound leads that your company passes to your partners. Deal registration, on the other hand, allows partners to submit leads early on so they can get ahead of their competition. Both channel managers and partner users see both lead record types, but channel managers typically require more visibility and control over the data. Define lead page layouts with both channel managers and partner users needs in mind. You can assign page layouts to profiles for each lead record type you create.

            1. From Setup, enter Leads in the Quick Find box, then select Record Types under Leads.
            2. Create a record type to track leads you pass to partners for lead distribution. Let’s call this Sales Lead.
              For deal registration, create a separate record type called Deal Registration.
            3. Activate the record type and assign it to the appropriate partner and channel manager profiles for your site.
            4. Assign page layouts for the partner and channel manager profiles.
            5. Edit the picklist values for the Lead Source record type. Include values that let you track inbound leads from deal registration (from partners) separately from outbound sales leads (passed to partners).
             
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