Account Team, Opportunity Team, and Opportunity Splits
In this section, we will look at the capabilities of Sales Cloud for recording and giving access to those who are working on deals. Then we’ll explore some key considerations and what happens in practice.
Sales Cloud capabilities
Account Team allows Users to collaborate on Accounts. It captures the role they have with the specific Account and the access they should have. It also shows a list of all the users on the Account so that people know who is involved. It is possible to set up a default Account Team, which removes manual work when setting up the Accounts.
Opportunity Team allows Users to collaborate on Opportunities. It captures the role they have with the specific Opportunity and the access they should have. It also shows a list of all the Users on the Opportunity so that people know who is involved.
Finally, Opportunity Splits allow revenue to be shared on Closed Opportunities. These values can be rolled...
