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Register Deal Flow
The Register Deal flow (API Name: partner_deal_rgstr__RegisterDeal) guides the user through registering a new Lead for a deal. It collects company and contact details, retrieves the necessary business processes and record types, and creates the lead record.
The flow includes these key elements:
| Element Label | API Name | Description |
| Collect Lead Details | CollectLeadDetails | Screen element. Collects company and contact information for the new lead record. |
| Get Business Process Record | GetBusinessProcessRecord | Retrieves one active business process record for the lead record with the Name field value that matches the DealRegistrationName constant. |
| Get Lead Record Type Record | GetLeadRecordTypeRecord | Retrieves one active Record Type record for the Lead object that is associated with the business process ID and matches the DealRegistrationName constant. |
| Create Lead Record | CreateLeadRecord | Creates one Lead record using data from the Collect Lead Details screen. Sets the Lead Source field to Partner and the Status field to the value of the LeadStatus variable. |
| Deal Submission Confirmation | DealSubmissionConfirmation | Screen element. Displays a confirmation message after successfully creating the Lead record. |
| Lead Submission Error | LeadSubmissionError | Screen element. Displays an error message if the Lead record creation fails. |
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