Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!

Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!


AlertThis feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users.

Hello everyone,

As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from pre-sales and marketing to legal and customer success - all working together to close a deal. However, traditional CRM structures only recognized the deal owner, which limited visibility and collaboration for all the other key contributors. Besides, there was no structured way to fairly attribute revenue among all the contributing members as well.

It is to address these challenges that we are excited to introduce Team Selling and Deal Split in the Deals Module. These features make teamwork easier by giving everyone involved access to important deal details while also making sure that their contributions get the credit they deserve.

Let's first look into Team Selling.

Team selling: working together to close deals

Team Selling allows organizations to bring together multiple contributors on a deal, providing them with appropriate access and visibility. Instead of relying solely on the deal owner, teams can now work together efficiently, adding notes, tracking progress, and also sharing important updates within the CRM.

Let's look at how it works for Zylker Inc, a leading SaaS company that specializes in cloud-based software solutions.

So generally, when closing high-value deals, multiple teams are involved, from sales and pre-sales to legal and customer success.

Let’s say the company is working on a huge deal with a large enterprise client. Traditionally, only the sales representative (who is the deal owner) would have access to all deal-related information. However, in reality, closing such a deal would require contributions from multiple teams.

So here’s how Team Selling would help Zylker Inc. streamline collaboration.

Account Executive - A representative of the sales team, the account executive owns the deal and ensures that the deal flows through the blueprint with ease. This also involves tracking the deal's activities and progress.

Pre-Sales Engineer - They provide technical expertise and demonstrate the workings of the product to the client. They help the client customize their CRM system to ensure it meets their needs and solves their problems.

Sales Engineer -They offer insights on integrations with the client’s existing systems and address any concerns that the client may have with regards to technical feasibility.

Marketing Specialist - They share use cases, case studies, and ROI data with the client in order to support the value proposition during discussions.

Legal and Compliance Advisor - They review and negotiate contract terms to meet the client’s compliance requirements.

Customer Success Manager - They ensure the client is confident about onboarding and also of long-term support post-sale.

We've seen the involvement and contribution of numerous teams in the process of closing deals. So how does Team Selling help the company simplify their process?

To start with, the Account Executive sets up the deal in their CRM system. They then configure their preferred team in their personal settings. They assign roles and access levels based on each member's involvement, ensuring that each of them can view and contribute to the process of closing the deal as required.

The Pre-Sales Engineer gathers the client's requirements and shares insights with the team. The Sales Engineer demonstrates technical integrations, while the Marketing Specialist provides the client with material to reinforce the pitch. The Legal Advisor works closely with the client’s legal team in order to address compliance concerns. And as the deal approaches closure, the Customer Success Manager outlines a tailored onboarding plan to instill client confidence.

It is important to note that all team members log their notes, updates, and tasks in the CRM’s deal record. The Account Executive monitors the deal's progress, assigns follow-ups, and ensures everyone is aligned on the next steps.

How to set up Team Selling

  1. Navigate to Settings
    —Go to: Settings > Customization > Modules and Fields > Deal Management.
  2. Configure Team Selling
    —Select the layout.
    —Add team roles such as pre-sales, consultants, or marketers.
    —You can enable the preferred Deal Team option (if required).
    —Save configuration.



3. Configure Preferred Deal Team.
—Go to: Settings > General > Personal Settings.
—Scroll down to Preferred Deal Team.
—Add Members.

Note. You can edit your preferred deal team - including adding or removing a member -or revoke the team altogether.



4. Add Team Members to a Deal.
—Go to the Deals Module.
—Open a deal record and locate the "Deal Team" related list under the stage history.
—Click Add Members, select users, assign roles (as configured earlier), and set access permissions.
—Another option would be to add the Preferred Deal Team (that you had previously created).
—Save your changes.



With these steps, team members can access the deal record based on their assigned roles and permissions.

Next, let us look at the second enhancement - Deal Split.

What is Deal Split?

Here again, the contributions of various team members involved in closing a deal are taken into consideration. Deals Split allows you to allocate the revenue that a company gets from a deal proportionally among team members based on their roles and efforts.

It is important to note here that there are two types of deals splits:

Revenue split: Members who contribute directly to the closure of the deal are included under revenue split. They will have their credits allocated directly based on the deal amount.

For example, the pre-sales engineer would get 10% for converting the cold call to a lead as they are directly contributing to the deal amount.
Note. As the maximum percentage revenue split is 100, the splits of all contributors can add to 100.

Overlay split: Members who have an indirect influence on the deal are included under the overlay split.
Note. Here, their credits can be allocated as a percentage or the split amount itself.

Since they do not contribute to the deal amount directly, their credits do not depend on the deal amount. Hence, the split up can amount up to 1000 per cent.

For example, a consultant who provides research or critical information on the customer. Another example of someone who comes under this category could be a legal team member who helps in drawing up the contract.
Note. As they probably work on fixed charges per hour, the overlay split can be entered as a percentage or an amount.

How to set up Deal Split?

  1. Navigate to Settings
    Go to: Settings > Customization > Modules and Fields > Deal Management.
  2. Toggle on the Deal Split
    Select the type of split you would prefer for your organization.Revenue Split - It must add to a total of 100 per cent.Overlay Split - It can add up to 1000 per cent.
  3. Customize your Deal Team roles with their split percentage.
  4. Save your changes.
  5. Go to the Deals Module.
  6. Open a deal record and locate the "Deal Team" related list.
  7. Click Add Members (to Revenue Split or Overlay Split) and select users, assign roles (as configured earlier), and set access permissions.
  8. Save your changes.

    Note. The existing Deal Team related list records of the above selected layouts will now have the Deal Split records available.
    If either one of the splits is enabled, the existing Deal Team members will be added to the enabled split automatically.
    In case both the splits are enabled, the existing Deal Team members will be included to the Revenue Split. The user can proceed to edit and reassign the members to their required split.
















Why use Team Selling and Deal Split?

  • Improved Collaboration: Ensures seamless teamwork by involving all contributors in a deal.
  • Transparency: Gives team members appropriate access to deal records for better coordination.
  • Fair Recognition: Distributes revenue based on individual contributions, enhancing accountability.

You can now create forecasts based on the splits configured

The introduction of Revenue Split and Overlay Split in Forecast Configuration can help organizations allocate credit fairly among team members who contribute to closing deals.

When a deal’s value is distributed among deal team members using the Revenue Split or Overlay Split, these allocations are automatically reflected in the forecast reports when a split-based forecast is created. By factoring in deal split, organizations get a clearer picture of individual and team contributions and thus can set more realistic targets, track sales team performance, and also distribute incentives effectively.

Since we have already defined the deal split, we can enable it in the configuration of Forecasts.


And then select the type while creating a Forecast.

​

Note.
Only the user with Module Customization can configure the Team Selling settings.
Once configured, the users with Manage Deal Team profile permission can manage Deal Team related list and Preferred Deal Team (under Personal Settings).
Please check our help doc for more information on Team Selling and Deal Split.

Availability:  Enterprise, Ultimate, CRMPlus, and Zoho One Enterprise editions.

    • Recent Topics

    • I am facing a problem with an if-else condition

      If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block

    • Zoho Projects - Reply by email to @ mentions posted on the Feed.

      When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.

    • Zoho Analytics Bulk Api Import json Data

      HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

    • Record Overseas Transactions Along with CC charges

      Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we

    • Product Updates in Zoho Workplace applications | October 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create

    • Subform data to Sheets

      I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data

    • Edit Contact Roles in the Potentials Mod

      New to ZOHO so I need some help. I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project. In the Potential Mod you can pick contacts and assign a Role to them. I know

    • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

      Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Hide fields only for creation

      Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Error 400 Booking

      Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • New feature request: Allow copy of email message to another folder

      Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies of

    • Can No Longer Access Zoho Email Accounts from iPhone or iPad Apple Mail Apps ,.

      Keeps asking for password, Says ID or password incorrect. Tried creating a new app specific password. Same result. Is this possibly related to the server maintenance. Have verified all email settings, userid and password. This has worked for years until

    • Link Purchase Order to Deal

      Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

    • Hotmail is blocking the zoho mail IP

      Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

    • Zoho Projects - Email Notifications for Feed Updates

      Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

    • Zoho Analytics Export API

      Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

    • Loading Project Balances in ZOHO Books for each project

      Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from

    • Yahoo blocks e-mail sent from Zoho servers

      Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

    • Yahoo is rejecting e-mails sent from a Zoho server

      Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

    • Request to Remove LinkedIn Verification from My Emai

      I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

    • Migrate data from old to new account

      Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?

    • Zoho Sites "pages" management page

      I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Zoho Projects - Refine Access to Collaboration Menu

      Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect

    • Zoho Projects - Add Feed to Project Tabs

      Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Login verification emails never received.

      I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

    • Extracting Images from a Zoho Creator Report into a Pages

      If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

    • Zoho is blocking emails I subscribe to from one sender

      About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

    • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

      Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Inactive Items - Make Less Prominent by Default

      Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

    • Items should display under specific warehouse

      I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

    • How to calculate GST based on "Ship To Address"

      We into the interior designing work, providing "Works Contract Services" to our clients across India. We are registered under GST in Maharashtra state. For works contract services as per the GST rule, we need to decide place of supply based on "Ship to

    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED

    • Auto-fill New Row with Previous Row Values

      rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

    • Next Page