Add a Deals Page to the Partner Portal

Partners can manage deals registered by you or them in the partner portal, if you make the Deals feature page available to them. You can customize the page to ensure each deal displays the information fields you want partners to see.

1. Navigate to Partner Portal > Site Configuration.
2. Click the Partner View to which you want to add a Deals page.
3. On the left-hand sidebar, under Feature Pages, find Deals.
4. Drag the Deals page to the required location in your site tree. For more information, see Adding Feature Pages to the Partner Portal.
5. [Optional] Enable the Enable List Configuration option to select which data fields each deal should display in the page.

6. Choose the fields by selecting each one from the drop down menu.

   Note

   These fields must always appear, and are shown as locked in the list:

   Deal Name

   Status

   Account

   Total Value

   

7. Click Save and Close.

The partner's Deals listing shows the fields you've requested: