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Which two steps should UMS take at a minimum in order to meet the requirement?

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(@goyrocky)
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Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners: however, some of the information captured by the Sales team on the lead record should not be shared with partners.

Which two steps should UMS take at a minimum in order to meet the requirement? Choose 2 answers

  • A . Create Lead Record Types for Lead Distribution.
    B. Enable “Lead Sharing" in Digital Experience settings.
    C. Create a separate channel for partners in PRM Workspaces.
    D. Create Page Layouts far Lead Distribution.

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Suggested Answer: A,D
 
Posted : 05/02/2023 9:20 pm

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