Make it possible to split deals between sales agents
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For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive.
We use products in order to make a prognosis and we use goals to follow up our teams’ individual performance. For a split deal, it would be great to divide it 50% (or other shares) between deal owners/agents. As it is now, this lack of feature makes our work harder, and the statistics corrupt.
If anyone has a workaround I'm interested but what I have read so far is not more efficient than doing this manually in Excel, and the individual statistics is still corrupt, thus several functions in Pipedrive is useless unfortunately. I'm I wrong – please tell me, nothing would make me happier!
Comments
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Hi @Per A thanks for the feedback. So we can better understand your context, can you share a bit more on the process you use now to split deals between owners, and which criteria are important to you?
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Hello @Per A,
Based on the information you provided, the one possible workaround would be to create custom fields to store the name of the user (deal owners and agents), ideally a multiple-option custom field and another single-option custom field to choose the type of deal, like if it is a split deal or not. Additionally, you could use a text or number-based custom field to store the share value for each deal. See an example here:
Once you have these fields, you will be able to set up a deal performance report to track the deals that are of split type and segment it based on the people it is split between:
While these fields are limited in terms of being used for goals, they will give you an overview of all the split deals within Pipedrive. Hopefully, this could be an inspiration or a starting point, but if you have any specific questions, please feel free to contact our support team!
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