Setting Up Partner Relationship Management Sales Features for Partners

Enable sales features in your partner sites, such as Einstein Sales Emails, Einstein Lead Scoring, Einstein Opportunity Scoring, Contact Intelligence View, Lead Intelligence View, and Pipeline Inspection for partners.

• Setting Up Einstein Scoring for Partners
  Give your sales partners access to scores that help them prioritize leads and opportunities by setting up Einstein Lead Scoring and Einstein Opportunity Scoring in Experience Cloud sites.
• Set Up Einstein Sales Emails for Partners
  Give partners access to send personalized sales emails fast from your Experience Cloud Aura sites by using Einstein Sales Emails. From the email composer on contacts and leads, partners can rely on generative AI to help them craft impactful emails quickly. To begin drafting, partners choose from a collection of standard email prompt types for common sales scenarios, such as introductions, nudges, and meeting invitations. Or you can develop custom sales emails prompt templates by using Prompt Builder. To set up Einstein Sales Emails for partners, turn on the necessary features and assign the required permissions to partner users.
• Setting Up Enhanced List Views for Partners
  Learn how to set up Contact Intelligence View, Lead Intelligence View, and Pipeline Inspection for partners in their Experience Cloud sites.
• Experience Cloud Template Configuration Requirements for Partner Relationship Management Features
  Some Experience Cloud templates come with configured Partner Relationship Management (PRM) features. The steps for adding each feature to your site depend on which features you’re enabling, which Experience Cloud template you’re using, and the Salesforce release in which you create your site.