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Convert Leads to Deal Registrations - Partner Users — Cloud Customer Connect
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Convert Leads to Deal Registrations - Partner Users

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edited Apr 6, 2021 5:31PM in Sales

Summary

Convert Leads to Deal Registrations - Partner Users

Content

Hi all,

Partner users who own the lead or are on the lead team can use the Deal Registrations subtab on the Leads pages to convert a lead into a deal registration.

Is it possible to use the Convert action by clicking from the Actions menu in the Lead and navigating directly to the Deal Registrations object without converting to Opportunity? 

I try to make the conversion from Lead to Deal registration faster without going through that subtab.

...and that impacts only Partner users, not internal sales representatives who convert Leads into Opportunities without going through Deal.

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