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

Overview  

Team Selling and Deal Split in the Deals Module are features that enhance teamwork by providing access to relevant deal information while ensuring fair recognition for contributions.  

What is Team Selling?

How to Set Up Team Selling  

1. Enabling Team Selling  
   
1. Navigate to Settings.
   
2. Go to Settings > Customization > Modules and Fields > Deal Management.
   
2. Configure Team Selling.
   
1. Select the layout.
   
2. Add team roles such as pre-sales, consultants, or marketers.
   
3. You can enable the preferred Deal Team option   (if required).
   
4. Save the configuration.
   
   
3. 
   
   
4. Configure Preferred Deal Team
   
1. Add Members
   
2. Save.
   

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

 5. 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.

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

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. Here, their credits can be allocated as a percentage or the split amount itself.

How to Set Up Deal Split?

1. Navigate to Settings.
   
2. Go to Settings > Customization > Modules and Fields > Deal Management.
   
3. Toggle on Deal Split.
   
4. Select Revenue Split (can total 100%) or Overlay Split (can total up to 1000%).
   
5. Customize Deal Team roles with split percentages.
   
6. Save your changes.
   

Note.

1. The existing Deal Team related list records of the above-selected layouts will now have the Deal Split records.
   
2. If either one of the splits is enabled, the existing Deal Team members will be added to the enabled split automatically.
   
3. 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.
   

Assigning Split to Team Members  

1. Go to the Deals Module.
   
2. Open a deal record and locate the Deal Team related list under Stage History.
   
3. Click Add Members under Revenue Split or Overlay Split.
   
4. Assign users, define roles, and set permissions.
   
5. Save your changes.
   
   
   

Benefits of Split-Based Forecasting:  

1. Provides better visibility into individual and team performance.
   
2. Enables organizations to set realistic targets and track contributions.
   
3. Helps distribute incentives fairly based on contributions.
   

How to Enable Split-Based Forecasts  

1. Navigate to Forecast Settings.
   
2. Choose Revenue Split or Overlay Split.
   
3. Save the configuration.
   

You can then proceed to Create your Forecast.

1. Fill out the following details:

1. Forecast Type
   
   
   
   

2. Forecast Period

3. Select the Quarter/Month

4. Name the forecast

5. And lastly, select if you want the forecast to be applied on all deals or selected deals.

2. Save.

Note

• Only users with Module Customization can configure Team Selling settings.
  

• Once configured, the users with the 'Manage Deal Team' profile permission can manage the Deal Team related list and Preferred Team (under Personal Settings).