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Moving to Team Selling - How to migrate transactions?
Hi, I am after a bit of help with a problem I am dealing with, we are going from using the standard Sales Rep to Team Selling.
I am trying to deal with all of the existing customers and transactions. The customers are not a problem, but where I am struggling is with trying to add all the team members to the relevant transactions, and have them all assigned a contribution of 100% (an adjustment sales rep has been set up for each sales team)
At present I can get the transactions updated using the ‘Add Sales Team Member’, but that only adds a sales rep with 0% contribution, any ideas ?
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