Opportunity split in Salesforce

With Opportunity Splitting it is possible to split credit for an Opportunity across multiple users. Reports can also be created using these information.

1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.


2. Enable Team Selling.


3. Select the Page Layouts.


4. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team --> Opportunity Splits.


5. Enable Opportunity Splits.


6. Select the Page Layouts.


7. Open an opportunity with team members associated with it.

8. Click "Edit Opportunity Splits" button.


9. Enter the details and click "Save" button.


Output:


No comments:

Post a Comment