Enabling Account Requests in Deal Forms

You can specify whether your partner users are permitted to request new accounts when they register deals in the partner portal.

If you enable the option, a Request New link is shown in the deal creation form. If the option is disabled, the link is hidden in the form and the user only has accounts to the accounts you've provided.

1. Open the form you want to edit - see Access a Form for Configuration. This should be a form in the Deal category.
2. Add the Account field to the form if it's not already available, then click the field to select it.

3. In the configuration window for the field, enable Allow partners to request accounts.

   

4. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update