Opportunity Teams and Opportunity Splits

Create opportunity teams to make it easier to collaborate and track progress on deals. Use opportunity splits and opportunity product splits to share revenue from a Closed Won opportunity among team members.

• Collaborate on Deals with Opportunity Teams
  When you collaborate on deals with colleagues, use opportunity teams to track progress and improve success. Roles on a team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can be internal users or partner users. If your Salesforce admin has enabled opportunity splits, you can split credit for opportunities or opportunity products among members of an opportunity team.
• Share Revenue by Using Opportunity Splits and Opportunity Product Splits
  Share revenue from opportunities and give team members credit for helping to close deals. Team members can roll their individual sales credits into quota and pipeline reports for the entire team.
• Administer Opportunity Teams
  Help your sales teams collaborate and win more deals by enabling opportunity teams and customizing the team layout.
• Administer Opportunity Splits and Opportunity Product Splits
  Make it easy for your sales reps to collaborate and share opportunity revenue by enabling opportunity splits and opportunity product splits and customizing them for your business processes.
• Territories on Opportunity Splits and Opportunity Product Splits
  As sales teams collaborate on deals, make it easier to give credit to more team members and territories for helping to close deals. To see how territories contribute to overall sales, allow sales teams to assign opportunity splits and opportunity product splits to territories.
• Set Up Audit History for Splits and Opportunity Teams
  Help your sales teams track changes to opportunity splits, opportunity product splits, and opportunity teams by enabling Audit History.