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Former Member
May 16, 2016 at 11:05 AM

Split revenue between sales team in forecast



I have a problem with spliting revenue between sales team in the opportunity. I have that option enabled in business-configuration:

But when I add myself as a sales team member in an opportunity like this:

I can't add such opportunity and a part of its revenue into my forecast (there only opportunities where I am an owner)

Opportunity close date is inside the forecast range and opportunity is marked for forecast as well:

How can I get to split the revenu in this case?

Best regards,

Nadezhda Rukavishnikova


config.PNG (13.8 kB)
sales_team.PNG (11.9 kB)
close_data.PNG (13.8 kB)
forecast.PNG (22.5 kB)