Universal Containers to plans implement to implement lead management functionality for channel sales representative

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Universal Containers to plans implement to implement lead management functionality for channel sales representative who needs to push pre-qualified leads to their partner. Partners need the ability to access and update the lead assigned to them.

What solution should a consultant recommend for the scenario?

Create a customized site where partners can self-register and access their leads. Configure a separate lead record type and page layout for the partner community Create a task for the partner where a new lead is created and assign it to partner in the Partner Community. Add the leads tab to the Partner Community and configure partner profile to access leads.

View other questions here: Salesforce Sales Cloud Consultant (SU20)

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#Management #Sales Cloud Consultant #Sales representative #Universal Containers