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QuestionQ79

Templates & Use Cases

Ursa Major Solar (UMS) is building a partner portal to distribute leads to partners. Partners must also be able to create their own leads in the portal. UMS has chosen the Partner Central template.

Which three steps should UMS take to fulfill this requirement?

Choose three
  • A Configure Lead Creation and Lead Distribution inside PRM Workspace.
  • B Create a Lead Process for Lead Distribution.
  • C Enable "Allow External Lead Creation" in Digital Experience settings.
  • D Add the lead inbox to the Partner site.
  • E Create a Lead Queue for Lead Distribution.
Explanation

Partner Central lead distribution uses a lead process to define lead statuses and a shared lead queue to make leads available to partner users. External lead creation must be enabled so partners can create leads in the site. The Lead Inbox is already placed on the Home page by default in the Partner Central template.

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