Assign Leads to Partners

You can:

• Directly assign leads: Assign each lead to an individual partner user.
• Configure lead distribution: Assign leads to a lead queue and allow partner users to claim leads from the queue. The native Partner Central Experience Cloud site template provides the lead inbox component that you can use to pass leads to partners. Use lead assignment rules to automatically assign leads to partner users or queues based on certain properties of those leads.
  

  Note User actions in a site don’t trigger assignment rules.
• Configure deal registration: Allow partners to submit qualified or mature leads to get ahead of competitors.

Assigning a lead to a partner user or partner lead queue is just like assigning a lead to any other user or queue. Leads assigned directly to a user or a queue that is not part of the lead pool are shown on the site’s Leads page or tab. The partner user can see leads by selecting the appropriate list view. Until a partner user has reviewed a lead, it displays in bold, and is in the My Unread Leads list view.