- Navigate to Leads & Deals > Lead Registration.
- Click Rules in the left navigation.
- In the Lead Registration Rules screen, click Create Rule.
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In the Create New Rule screen, provide the following information:
Parameter Type Description Rule Name Text User-friendly identifier for this rule. Description Text Information about this text to support administrators. Partner Filters Text [Optional] By default, the rule will be applied to all partners.
To change this, click Add Filters to open the Apply Partner Filter window.
- Expand and collapse filter types as needed, by clicking on the link.
- Select or search for required filter values.
- Click Check All or Clear All next to each filter type to select all available values, or remove all values already selected, for the filter.
- Click Apply when you've set up the filter.
Rule Conditions Select a condition (data type, operator, and value) that a new lead must match to be automatically registered.
The data type is the thing that will be considered (e.g. Region) and will determine the options available in the other fields.
The operator is how the value will be evaluated (e.g. Equals).
The value is the result that will cause the rule to evaluate to true (e.g. APAC).
- [Optional] Add another rule to the rule group - click Add AND condtion.
- [Optional] Add another rule group with other rule - click Add OR Condition group.
- Click Create.
Once you have created the rules, you must give partners the tools to register leads, by adding the Leads bundle to your portal. For more information, see Adding Feature Bundles/Pages to a Partner Portal.
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