Create the ability to “Add a Deal Split” based on Company and Rep or Deal Owner criteria. With the ability to set a percentage of the split. (EX. Split deal if SMB team creates a deal on a Company who’s annual revenue is above $25,000,000)
Status: Idea Submitted
This would also be really useful for us. Our reps have team-based targets so, at the moment we are unable to use the forecasting tool. Having to split each deal manually is not viable so being able to create a workflow which adds contributors based on the team assigned to the deal (custom property) would make using the forecasting tools a lot easier
Die Dealaufteilung zwischen MA bzgl. der Zuständigkeit und des prozentualen Anteiles des Betrages in Deal kann man derzeit leider nur manuell im Deal bearbeiten. Ich würde die Aufteilung zwischen MA (Zuständigkeit+prozentualen Anteil des Betrages) auch sehr gerne im Workflow angeben und entsprechend ausschütten oder ändern.
How is this not already a feature?