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 variants to ensure proper crediting (case-insensitive comparisons will be used for matching).
Good to know: - Aliases defined on users allow transactions to be credited to them
- Aliases defined on teams / territories allow transactions to be credited to them
- When you add a user or team, default aliases are created
To learn more about the crediting engine, click here.
To learn more about how to view all aliases, click here.
To learn more about which aliases are automatically created, click here.