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Adding a Split Revenue (End User)

A revenue split allows an end user to forecast an opportunity revenue that is split between multiple sales representatives. Split revenues can only be added from the Opportunities screen.

To set up a revenue split

  1. Navigate to the Opportunities screen > List view.
  2. In the Opportunities list, drill down on the opportunity to which you want to add revenues.
  3. Click the Revenues view tab and then click the Splits hyperlink.
  4. Create a new record and complete the necessary fields. For information on the fields, see Adding a New Revenue to an Opportunity (End User).

    NOTE:  Once a revenue split record is created, a read-only split flag is checked in both the parent opportunity and the revenue line item. To include or exclude these records from a forecast, craft the forecast's search specs accordingly. For information about creating search specifications, see Creating Search Specifications for Forecast Series.

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