CRM

JPLanham
Member

Split Account Assignment

How do I split an account between two sales people?
For example: Rep 1 has a contact at XCorp  and Rep B has a different contact at XCorp. They are tag teaming on the sale of a project and have agreed to split the commission. How do we give then joint ownership of the company?

0 Upvotes
2 Replies 2
JonPayne
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Split Account Assignment

Hey JP - Sorry it's taken me a while to come back to you. Is this still something you're struggling with?

JessicaH
HubSpot Alumni
HubSpot Alumni

Split Account Assignment

Hi @JPLanham,

 

Thanks for reaching out.

I want to tag in some thought leaders to see if they can assist with this.

Hi @JonPayne @jimbanks @ElyshaShave, would you e able to share your thoughts on this?

 

Thanks!

Jess  


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