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Add the Leads to Review Component to the Channel Management Console
Add the Leads to Review component to the Channel Management Console so channel managers can review deals that partners register from their Experience Cloud sites.
Required Editions
| Available for channel managers in Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Sales or Service. You must have at least one PRM add-on license. |
| User Permissions Needed | |
|---|---|
| To set up the console: | Customize Application AND View Setup and Configuration |
By default, Leads to Review displays leads from the list view, Leads Created by Partners This Month. That list view shows only leads that are related to partner accounts. Leads to Review performs best when you make sure that relating partner accounts to your leads is a required part of your indirect sales process. Likewise, verify from the Object Manager in Setup that the Partner Account field is visible from the Lead object. If your company prefers not to use partner accounts, consider changing which list view is used when you customize the default experience.
- From Setup, in the Quick Find box, enter PRM, and then select Channel Management.
- Under the Manage Channels from a Console App section, from the Add the Leads to Review Component step, click Go to App Builder. The default Channel Management Console home page opens in Lightning App Builder.
- Under Components, search for Leads to Review and drag it onto the console layout.
- Customize the default experience.
- Click Save.
- From App Builder, set this page as the home page for the Channel Management App.
- Click Activation.
- Click the App Default tab.
- Click Assign to Apps.
- Select the Channel Management app and click Next.
- Click Save.
- Verify that the Approved and Rejected picklist values are added to the Status field on the
Lead object.
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
- Click Lead and then click Fields & Relationships.
- Click Lead Status.
- Check the Lead Status Picklist Values section for the Approved and Rejected values. If you see those values, skip this step. If you see those values in the Inactive Values section, activate them. If you don’t see those values, click New in the Lead Status Picklist Values section to add them.
Return to the Channel Management page in Setup to finish setting up the Channel Management Console.
