How to set up collaboration and deal splitting in HubSpot

[jrineakter]

Business collaboration is essential to ensure that salespeople can work together effectively. This tool allows for better communication and coordination between team members, which in turn leads to increased productivity and better results. Additionally, dividing credit between users is an important part of any business involving multiple salespeople, and business collaboration makes this process much easier and fairer for everyone involved.

On the other hand, business splitting is a tool used to divide the proceeds at the end of a deal. This tool is useful when there are multiple owners or team members contributing to a particular sale. Business splitting ensures that everyone involved receives a fair share of the proceeds, based on their contribution to the sale.

Business collaboration and deal splitting are important tools that every sales team should know and use. Business collaboration is essential for effective communication and coordination, while deal splitting ensures that all team members receive a fair share of revenue. By using these tools effectively, sales teams can improve their productivity and maximize their profits.

01. Navigation
To activate it, go to settings at the top, scroll down to objects and then to deals. In this section, if you scroll to the bottom, you will see the collaboration option. At the moment, both deals are split and deal collaborator is activated. For deal split, you can set the maximum number of people up to 10, while for collaborators, it is only two. As for percentages, you can set them from this section as well.


Now that you have it enabled, you can see what it looks like from a deal. As you can see, an example deal was created. If you click on this deal, the deal amount is €10,000. In order to make the split work, if you click add, you can select all the people you want to split the deal with.

You can add multiple users, so in brazil telegram data this example, it will be split between two people. The business owner will always be there by default, and this cannot be changed. You can now split it equally, and since it is two people, each user will get 50% of the €10,000, which will be €5,000, or you can split it by percentage.

If the business owner usually gets a larger percentage, you can set the percentage for everyone else accordingly. As long as it is 100%, it will allow you to save it.

hubspot split deal business

03. How much do users get from a business?
Once you have done this, on the left side, you can see how much each user is earning from this deal you have set up. If you go back to the deals section. You can now see which deals you are collaborating on. If you change the view to a list view, click on add view and then on the deals you are collaborating on.

All the deals you are a collaborator on will appear. Similarly, if you go to the board view, you can filter all the deals you are collaborating on. It is a useful tool if there are multiple people working on a deal at the same time. In this case, it is normal for them to split the revenue when the deal is secured. In addition to this, you can also automate the setup of a deal collaborator.

04. Pipelines and workflows
You can select pipelines and then automate and set up a quick workflow. You can send an internal email notification. You can now choose to send it to just the deal owner or the deal owner and collaborator. If you select both options, write a quick test message and save it. If you now go back to deals and find one of the deals you're collaborating with, you can move it to that new section, and at this point, anyone who is a deal owner or collaborator will be able to receive a notification.

If you're looking for more HubSpot support, our team would be happy to help. Schedule a call with us for more HubSpot tips.