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Team Selling Implementation Guide

Team Selling Implementation Guide


First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.


Team Selling and Opportunity Splits
Setting Up Teams
Enable Team Selling
Customize Opportunity Team Roles
Getting Started with Opportunity Splits
Opportunity Splits
Considerations for Enabling Opportunity Splits
Set Up Opportunity Splits
Enable Opportunity Splits
Create Custom Opportunity Split Types
Considerations for Editing MultiLine Layouts for Opportunity Splits
Set Up Collaborative Forecasts for Opportunity Splits
Enable Revenue Splits Forecasts or Overlay Splits Forecasts in Collaborative Forecasts
Enable Custom Field Forecasts in Collaborative Forecasts