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Experience Cloud
Create Lead Record Types for Deal Registration

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Create Lead Record Types for Deal Registration

Create a lead record type to track deals submitted by partners in Experience Cloud sites. Record types help you differentiate between sales leads and registered deals, assign page layouts for each profile for deal registration, and simplify reporting by lead record type.

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 you to associate it with a lead process and allow you to specify page layouts to be used with different profiles. Similarly, creating an opportunity record type requires you to provide a sales process and opportunity page layouts.
  1. From Setup, enter Record Types in the Quick Find box, then select Record Types under Leads. To create an opportunity record, select Record Types under Opportunities.
  2. Create a lead record type to track registered deals called Registered Deal. If you’re creating an opportunity record type, create one for registered deals as well.
  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. If you haven’t already, edit the picklist values for the Lead Source field to include a value for registered deals.

If this is the first time you’re setting up a deal registration process for your company, consider converting existing leads to the generic sales lead record type. Using separate record types for standard leads versus registered deals simplifies the reporting process.

 
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