Creating Lead Registration Rules

To create rules for lead registration:

1. Navigate to Leads & Deals > Lead Registration.
2. Click Rules in the left navigation.
3. In the Lead Registration Rules screen, click Create Rule.

4. In the Create New Rule screen, provide the following information:

   Parameter	Type	Description
   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. If you would like to change this, click the edit button to open a pop-up selection window. Click Apply at the bottom of the screen to close and save your filters.
   Registration Rules		Select an object type, object, condition, and value that a new lead must match to be automatically registered. The object type is the thing that will be considered (e.g. Lead) and will determine the options available in the other fields.  The object type (e.g. Lead Score) is the area that will be considered. The condition is what will be evaluated (e.g. Greater Than). The value is the result that will cause the rule to evaluate to true (e.g. 50).

5. [Optional] Add another rule to the rule group.
6. [Optional] Add another rule group with other rules. 
7. Click Save.

Once you have created the rules, you will need to give partners access by adding the Leads bundle to a portal page. For more information, see Adding Feature Bundles/Pages to a Partner Portal.