Associating Sales Teams with Customers and Transactions
With the Team Selling feature enabled, you can associate sales teams with sales transactions and with 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 associate with a sales team.
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Click the Sales subtab.
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In the Choose Team field, select the sales team.
The sales team members are listed on the Sales Team subtab.
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Click the Sales Team subtab.
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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 additional 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. This link is for the purpose of generating commission, calculating quota, reporting sales, and forecasting. If you view a record, the primary rep appears in the Sales Rep field with the primary rep's 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, alter the contribution percentages, change the designated 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 is assigned to a sales team, it appears by default on the Sales Team subtab.
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If no sales team is chosen by default, select a sales team in the Sales Team field.
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Adjust the sales team as necessary for this transaction.
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Click Save.
Now, the transaction appropriately impacts the sales team's commission, quota, sales, and sales forecast.
For sales reports that are not sorted by sales reps, transactions show only for the primary sales rep listed on a transaction.
Any changes made to a sales team on a transaction do not affect the sales team on the group record or customer record. For information on changing sales teams, see Mass Updating Sales Teams and Updating Individual Sales Teams.
If you want to reassign a sales team using your existing sales territories, edit the customer record. On the Sales Team subtab, remove each member of the sales team. Then, select Reassign Using Territories in the Employee column, and then set the Contribution % to 100.