Viewing Sales Credits for a Sales Team
The Sales Credits window displays the total revenue and quota credits of an opportunity for each member of the internal sales team. In addition, partner information can be entered or viewed.
To view sales credits for a sales team:
- Select the Credits sub tab.
Credits are divided into two groups:
Internal: Employees who earn credits on an opportunity line.
Partners: External sales partners who earn revenue when an opportunity line becomes a sale.
Attention: Revenue credits must always add up to 100%.