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How to Add a Field to the Lead Report in the Intel® Partner Alliance Dashboard

Content Type: Troubleshooting   |   Article ID: 000091809   |   Last Reviewed: 05/02/2023

Description

Need to add a data field to Lead Dashboard, such as a contact's Job Title

Resolution

  1. Log in at he Intel® Partner Alliance website.
  2. From the home page, click the Dashboard link.
  3. Next, click the Leads link to view the Leads Dashboard.
  4. On the Leads Dashboard, click the Gear icon on the upper-right side of the page.
  5. Click Clone option for the list to be cloned first, and enter the preferred label/name.
  6. Once done, see the option to edit the Select Fields to Display.

Additional information

Only the Partner Admin, Partner Admin Delegate, and Employee with the Primary Lead Development Representative entitlement can add a field to the Intel Partner Alliance dashboard.

If the contact role is Employee without access to manage Leads, work with the account's Partner Admin to add the entitlement to your profile.

If further help is needed, contact Intel Customer Support.