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SAHG-SFDCSAHG-SFDC 

Lead Management

Hi Team,

I am looking for a way to do partner lead management, Where the leads comes in and then routed to the partners and they cannot see each others leads

Is having a community/portal  for them an option?
How do we set up partner users?
Can I have a queue and keep routing the leads if they meet the criteria?and would this affect the current lead assignment rules?
How would the access be? Considering we don't want them to see anytihng apart from there leads

I am looking for options to acheive this and it has to be scalable

Answers are highly appreciated
Best Answer chosen by SAHG-SFDC
James LoghryJames Loghry
You should be able to use lead assignment rules to assign leads to inviduals or queues based on criteria, and it *should* work with partner users.  From there, you could also use OWD and private accessibility to hide the leads from one partner to another, and sharing rules so that the necessary internal users can see the records.