Split deals with a workflow

Status: Idea Submitted

It would be greate if HS would create an option to spilt the deals automatically amoung salesman based on different criteria, for example, if a deal is created with a company A, automatically spilt deal between salesman A and B, and set the split criteria of course (to be able to chose if you want to split evenly or by percentage).

Nice one! You could probably do this with Customed coded action and Deal Split API. I haven’t tried it, but I think that would solve it. You could also do some calculations in the Custom WF and split the difference based on different variables.