Deal Splits

Assign multiple reps to a deal with percentage allocation.

Overview

Deal splits let you track when multiple reps contribute to a deal. Each rep gets a percentage allocation (the total cannot exceed 100%) and an optional role label (Primary, Overlay, Partner, etc.).

Adding Splits

On the deal detail page, the Deal Splits section shows current allocations. Click the + button to add a rep, set their percentage, and optionally assign a role. The system validates that the total allocation doesn't exceed 100%.

How Splits Work

• Each split has a rep, percentage (0-100%), and optional role
• Total across all splits cannot exceed 100%
• The deal owner (from the deal header) is separate from splits — you can have an owner AND splits
• Splits are visible on the deal detail page to anyone with pipeline access