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

Question

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

BISWARUP KUNDU · Accepted Answer

Create Lead Record Types for Lead Distribution.

BISWARUP KUNDU · Accepted Answer

Create Page Layouts for Lead Distribution.

BISWARUP KUNDU · Answer

Enable ''Lead Sharing' in Digital Experience settings.

BISWARUP KUNDU · Answer

Create a separate channel for partners in PRM Workspaces.

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