How Can I View A Team's Aliases?

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• What Are Aliases Used For?

  When processing transactions to perform a calculation, aliases are used to credit sales events to users or teams. Aliases can be user names, user emails, territory names, but also user or team IDs - if this is what your transactions contain. List all ...

• How Can I View A User's Aliases?

  Here are the steps to view a user's alias: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to view Click on the user row Click on the "Aliases" tab (if needed) You will see the list of aliases for ...

• How Can I Delete A Team Alias?

  Here are the steps to delete a team aliases: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The team ...

• How Can I Add A Team Alias?

  Here are the steps to add a team alias: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the team row Click on the "Aliases" tab (if needed) Click on "Add Aliases" in the top right ...

• Checking If Transactions Can Be Credited To a Team (Advanced)

  Applicability This topic is applicable to the following scenario: You are creating a new incentive plan You want to measure sales performance by individual Sales transactions have one of the following issue They do not include "Owner / Sold By" data ...