Estimates and Team Selling

If you use the Team Selling feature, an estimate's forecast amount is determined by the sales rep's contribution percentage on the estimate. For example, a sales rep has a 10% contribution percentage in their sales team. When one of the team's customers is issued an estimate, 10% of the estimate's total is reflected in the rep's sales forecast.

For more information, see Creating a Sales Team.

Related Topics

General Notices