As a Portal Owner, you can assign leads to active partner companies directly from the Partner dropdown within your portal.
Who can do this: Portal Owner
Before you start
The Partner dropdown displays only partner companies in Active status. If a partner does not appear in the dropdown, their account is not currently active.
This typically means they:
Have not completed registration
Are still in Pending status
Have been Declined
Have been Suspended
Submit a lead for a partner
After selecting a partner company from the dropdown, you can choose the specific team member who should be associated with the lead.
For a full walkthrough of this process, refer to the video below: