What Are Credits?

What Are Credits?


Credits are the result of crediting sales transactions to specific users or teams (depending on how you configure your plan).

When a user is credited with a sales transaction, it is recorded as a credit. Essentially the user has been assigned ownership of the transaction. Another way to see this is that the transaction has been "claimed" by the user as their own.

The crediting engine is responsible for this assignment of transactions to users or teams. The crediting engine uses aliases to process transactions and calculate credits.

Using credited transactions, the system can compute attainment levels for your plan, and assign rewards.

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      Releasing credits on a calculation allows users to view pending credits and rewards on their personal incentives dashboard. Releasing credits allows your reps to measure their progress mid-period (learn more about releasing rewards here, and the ...

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