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Updating contribution %

edited Nov 22, 2019 10:25AM in CRM

I am having trouble getting the correct Contribution %s on team selling splits.

I have a couple hundred records that had one sales team member, so I added an additional member using Mass Update: Sales Force Automation: Add Sales Team Member.

So now I have the two correct Sales Team Members, but the contribution % is wrong:
Member #1 (primary) is 100% - same as it was originally
Member #2 (the one added) is 0%

I need this split to be 65%/35%. I see no way to do this using a Mass Update.

I also have had no luck trying to do it with a CSV import. I used an Update process with Overwrite Sublists option selected, but I get errors saying the total needs to equal 100%. I am mapping the Customer InternalID with two lines per customer: one for each Sales Team Member and their appropriate %.

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