What Are The Effects Of Duplicate Aliases?
- A transaction refers to the duplicate user alias in a field mapped as a "credit to" field
- You have a plan measuring performance by individual
When processing the transaction, the crediting engine will not know which user should be credited for the transaction due to the duplicate. A system alert will be generated to let you know about this issue.
Duplicate team aliases are problematic in the following scenario:- A transaction refers to the duplicate team alias in a field mapped as a "territory / team" field
- You have a plan measuring performance by team / territory
When processing the transaction, the crediting engine will not know which team should be credited for the transaction due to the duplicate. A system alert will be generated to let you know about this issue.
To learn more about the crediting engine, click here.
To learn more about how to find duplicate aliases, click here.
Related Articles
How Can I Find Duplicate Aliases?
Here are the steps to identify duplicate aliases across users or teams: Login to your workspace On the left pane, click on "Aliases > Review Aliases" Click on the "User Aliases" or "Team Aliases" tab Check the "Only Duplicate" checkbox You will see a ...
How Can I View All Aliases?
Here are the steps to view or search for aliases across all users or teams: Login to your workspace On the left pane, click on "Aliases > Review Aliases" Click on the "User Aliases" or "Team Aliases" tab Search for aliases To learn more about the ...
How Are Duplicate Transactions Prevented?
Duplicate transactions are dangerous because they can cause double-crediting and overpayment of sales incentives. We provide different ways to protect against duplicate transactions. For transactions having been imported with a "Unique ID" field: We ...
How Does The Crediting Engine Work?
The crediting engine processes transactions to credit users or teams - so as to measure sales performance. For each plan, you can choose whether you want to measure sales performance by individual or by team. If you measure performance by individual, ...
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 ...