1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.
2. Enable Team Selling.
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:
8. Click "Edit Opportunity Splits" button.
9. Enter the details and click "Save" button.
Output:
Wonderful... thanks a ton
ReplyDeleteHow do we enable splits for a numbers field. Ex: we sold 100 units of a product and want to split 60 units & 40units between 2 salespersons not amount actual units
ReplyDeleteCheck this - http://www.infallibletechie.com/2017/03/how-to-use-custom-fields-on-add.html
Delete