Bulk Deal Registration

Deal registrations can be uploaded in bulk by partners into the portal with a CSV file.

Administrators can upload a sample CSV file which partners can download as a template.

1. Navigate to Setup > Partner Management > Bulk Deal Settings. 
2. Check Enable Bulk Deal Registration to enable the setting. Configure the following settings:
   1. Bulk Deal Registration Button Label: Optionally enter the label for the bulk deal registration button. A custom label can be used for translations.
   2. File Template from the Document Library: Select a CSV file from the document library which partners can download as a template.
   3. Assign uploaded leads to campaign: Enable this setting to assign uploaded leads to defined campaign IDs. Users will need to include a campaign column in their CSV file.   
   4. Load Leads Instruction: Enter instructions for users on how to prepare the file and use the bulk upload tool. A custom label can be used for translations.
   5. Choose Lead fields for Bulk Deal Registration: Select which lead fields will be available for users to map to their CSV file's columns. Use the Mandatory checkbox to mark the field as a mandatory mapping field. Optionally enter a value in the Default Value setting - this will be used as the default value if a record is uploaded without a provided field value. Check the Prompted setting to include the field in the list of fields when during the mapping step of the importer tool. 
3. Click Save.