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Opportunity teams and opportunity splits

Key Takeaway

Opportunity teams are for working together on one opportunity, and opportunity splits are for sharing credit for its revenue among that team. Team Selling must already be on before an admin can turn on splits.

Opportunity teams let several people work together on one opportunity, and each person has a role and a level of access to the opportunity. Opportunity splits build on teams by sharing credit for the opportunity's revenue among team members, so each person's contribution can count toward forecasts and quota and pipeline reports. An admin turns on teams first, then splits, and decides which split types must total 100%.

Opportunity teams and account teams

An opportunity team is a temporary group of people who help close one opportunity. An account team is different: its members are expected to form a long-term relationship with the customer. Both relate people at your company to a record.

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Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path)

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