LEAD/OPP: Sell as a Team and Split the Credit Flashcards
Opportunity teams you can relate particular people at your company to:
accounts or opportunities
Opportunity team is a __________ group.
temporary
Opportunity team is made of people who can help you ________ a deal.
close
Opportunity team members have special visibility into an opportunity, such as related
Chatter posts.
If you often work with the same coworkers on your opportunities, create a _______ opportunity team and automatically add that team to all new opportunities.
default
Opportunity splits need to be enabled by the SF Admin to give opportunity team members
incentive to complete a deal by letting the opportunity owner share credit.
Only the opportunity owner or above the owner in the role _________ you can add and adjust splits on an opportunity
hierarchy,
To set up or edit a default opportunity team:
Users needs to be Opportunity owner or above the owner in the role hierarchy
To add the opportunity owner’s default opportunity team to an opportunity:
Users needs to be Opportunity owner or above the owner in the role hierarchy
How do you add Default Opportunity Team?
In your personal settings, go to Advanced User Details and find Default Opportunity Team. Click Add.
How to Enable Opportunity Splits
User needs permission :
Modify All Data
Next:
Quick Find box to find Opportunity Splits Settings.
What are the two kind of splits?
Revenue splits
Overlay
Revenue splits are for crediting team members who are____________ ______________ for the revenue on an opportunity.
directly responsible
Revenue splits always total ___% of the opportunity amount.
100
As the opportunity owner, you get ____% of the revenue by default yet it can be adjusted.
100
