CRM

skblase
Participante

Deal Splits

resolver

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?

1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Deal Splits

resolver

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

 

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5 Respostas 5
chrisbrisson
Participante

Deal Splits

resolver

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

0 Avaliação positiva
sales
Colaborador(a)

Deal Splits

resolver

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 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Deal Splits

resolver

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
Colaborador(a)

Deal Splits

resolver

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 Avaliação positiva
jennysowyrda
Gerente da Comunidade
Gerente da Comunidade

Deal Splits

resolver

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