How do I assign Leads/Deals Registrations/MDF Requests to a Pending User?

By default, Channeltivity's PRM software doesn't allow you to assign anything to Pending Users. There are, however, situations where you might want to assign a Lead, Deal Registration, or MDF Request to someone who hasn't activated their account yet, so your partner portal can be configured to allow assignment to Pending Users. 

Here's how:

1. Go to Settings > Portal Configuration > General Portal Settings
2. Check the "Display pending Users in other modules" box
   
3. Pending Users will now be included in all assignment dropdowns.

Can I assign Leads/Deals/MDF Requests to Contacts?

Leads/Deals/MDF Requests can only be assigned to Users. In order to assign Leads/Deals/MDF Requests, they must be promoted from Contact to User.