Associating Sales Teams with Customers and Transactions
With the Team Selling feature enabled, you can link sales teams to sales transactions and to lead, prospect, and customer records.
To associate a sales team with a lead, prospect or customer:
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Edit the record you want to link to a sales team.
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Click the Sales subtab and make sure the Sales Team subtab is selected.
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In the Choose Team field, select the sales team.
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You can do the following:
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Select the primary rep for this record in the Primary column.
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Adjust the contribution percentages for this record.
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Add more sales team members for this record.
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Click Save.
Now, when you enter a transaction for this lead, prospect, or customer, the sale is linked to the sales team for commission, quota, reporting sales, and forecasting. When you view a record, the primary rep appears in the Sales Rep field with their contribution percentage.
When you enter a transaction for a customer, the sales team associated with the customer appears by default on the Sales subtab. You can adjust the settings for a sales team on individual transactions. For example, you can change the contribution percentages, change the primary rep, or add members to the sales team.
To associate a sales team with a sales transaction:
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On the transaction, click the Sales Team subtab.
If the customer on the transaction has a sales team, it appears by default on the Sales Team subtab.
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If no sales team shows up by default, select a sales team in the Sales Team field.
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Adjust the sales team as needed for this transaction.
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Click Save.
Now, the transaction updates the sales team's commission, quota, sales, and sales forecast.
For sales reports that are not sorted by sales reps, transactions only show for the primary sales rep on the transaction.
Any changes you make to a sales team on a transaction don't affect the team on the group or customer record. For information on changing sales teams, see Mass Updating Sales Teams and Updating Individual Sales Teams.
To reassign a sales team using your existing sales territories, edit the customer record. Click on the Sales subtab and then the Sales Team subtab. Remove each member of the sales team. Then, select Reassign Using Territories in the Employee column and set the Contribution % to 100.