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Multiple Participants

Choose participants when more than one person should be paid on the same deal (AE/SDR/SE/etc.) and you need participant-level transparency on the deal.

Before enabling splits, decide which participant roles exist and whether you need multiple people in the same role with percentages. Verify by opening a known deal, checking the participants list/splits, and confirming the Calculation output matches the expected payout by role/person.

When to use this

  • Multiple people (AE/SDR/SE/etc.) participate in the same deal’s payout.
  • Different participants need different plans or payout shares.
  • You need participant-level transparency in the deal detail page.

This is different from deal splitting:

  • Deal splitting is for what is commissionable (different deal portions / treatments).
  • Participants are for who is paid (multiple people on one deal).
Deal details (manager)
Deal details (manager)

Where participants appear

Participants can be edited from the deal variables sidebar (and appear as a participant badge on deal rows).

Same-role splits (optional)

Core8 supports two modes:

  • Single participant per role (default): each participant role can only have one person assigned.
  • Same-role participant splits (optional): allow multiple people in the same role with a split percentage (totals normalize to 100%).

Prerequisites

  • Multi-owner commissions must be enabled (this turns on the participant editor).
  • Same-role participant splits must be enabled if you want multiple people in the same role with split percentages.

These are controlled under Settings (Organization) → Commission → Features.

  • Use clear roles (Owner, SDR, Manager) so plan logic can target the right person.
  • If using split percentages, Core8 normalizes splits to 100% on save (use it intentionally and double-check the result).
  • Decide whether participants affect commission rate, base amount, or both (plan-dependent).

How to verify

  1. Open a known deal and confirm the participants (roles + people) look correct.
  2. If you use split percentages, confirm splits normalize to 100% and match your intent.
  3. Open the deal's Calculation view and confirm the payout reflects participants/splits as expected.

Common gotchas

  • Decide (and document) which date anchors the behavior: booking date vs invoice date vs payment date.
  • If the pattern depends on fields from an integration, confirm those fields actually exist in Data Hub and aren’t overridden.
  • Test with a tiny set of deals first, then expand—patterns often “work” but break on edge cases like refunds, partial payments, or split deals.