I'm trying to create a Deal Registration for a Partner, but they're not showing up in the Deal Owner dropdown. What's going on?
Modified on: Tue, 26 Apr, 2022 at 1:20 PM
There are a number of reasons why a Partner User might not be showing up in the Deal Owner or Partner User dropdown:
- The User doesn't exist.
- The User is not Active, e.g. the User is one of the following:
- Pending User. You can only assign Deal Registrations to Pending Users by changing this setting.
- Contact. Contacts cannot log in or be assigned Deal Registrations until they are promoted to Users and assigned to a Group with Deal Registration access.
- Disabled User.
- Permissions: The User isn't assigned to a Group that includes Deal Registration access.
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