CRM

skblase
参加者

Deal Splits

解決

Is it possible to do Deal Splits in the Sales Enterprise CRM?  We currently use Salesforce and our reps can do opportuity splits when working deals together.  Is this possible in HubSpot?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deal Splits

解決

Hi @skblase,

 

This is now possible in Sales Hub Enterprise: Split deal credit among users

 

If this helps and you want others to be able to find this information more easily, you can accept my post as a solution, I'd appreciate it.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

5件の返信
chrisbrisson
参加者

Deal Splits

解決

Am I missing something? How can I see the commission for juse the deal owner? I don't need to split.

0 いいね!
sales
投稿者

Deal Splits

解決

First one I did, I found the limitation of % splits. 15k into 10k and 5k isn't possible without rounding errors - I know it's only 5 or 10c either way but that makes reporting and data entry annoying (33.334%).

 

Enable $ splits too?

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deal Splits

解決

Hi @skblase,

 

This is now possible in Sales Hub Enterprise: Split deal credit among users

 

If this helps and you want others to be able to find this information more easily, you can accept my post as a solution, I'd appreciate it.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

BMcGee
投稿者

Deal Splits

解決

Karsten

I know this is an old thread, but I reviewed the article you reference and within it mentions in the left sidebar in the "Deal Splits" section click add.  I have our properties set correctly according to the article, but fail to see the "Deal Split" option to select the "Add" function.

BMcGee_0-1742486659705.png

 

0 いいね!
jennysowyrda
コミュニティーマネージャー
コミュニティーマネージャー

Deal Splits

解決

Hi @skblase,

 

This currently is not a functionality of the tool, however I did find an idea in our ideas forum that requests this functionality. I would recommend upvoting it to increase the likelihood of it being implemented in the future.

 

Thanks,
Jenny