Quick tipHow toSales Hub

Split deal credit between users

When two reps work a deal, splits give each a share of the amount.

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Permissions
Deal settings access
Time
3 min · Intermediate
Last verified

Short answer

In Settings > Objects > Deals > Setup, Split Deals among users lets you share credit. Each user's percentage of the amount shows on the record and in forecast views. Users who worked on a deal but need no credit can be added as collaborators instead, which is a separate setting.

1. The setting

Both options are off in my demo portal.

Deal setup Collaboration section with Split Deals among users and Allow users to add collaborators checkboxes
Deal splits (1) and collaborators (2).

2. Before turning it on

  • Agree split rules with sales leadership first.
  • Forecast totals use split amounts per user.

3. Related

Forecast tool.

Sources

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Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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