Adding a Custom Object to Deals

All Custom Objects of type Deal will be automatically included as information types in all deals created and viewed in your partner portal.

Your partners can add instances of the information represented by the Custom Object, and all instances are retained within the deal. For example, you might provide a Custom Object called Call Log and History for deals, and partners can add an entry for each call they make when prospecting/securing a deal. 

When a user clicks Add Item, they'll use the Portal form to make submissions of the data requested by the Custom Object. For more information, see Manage a Custom Object's Forms.