How can I see who is receiving sales credit for my opportunity?

If your sales administrator has enabled the credit receiver record set of values, then you can find out who is receiving sales credits from the Revenue Lines list view page. You can search opportrunity records using the I or my subordinate am a credit receiver and I am a credit receiver record set values.

These record sets are predefined but they must be enabled before you can use them in Digital Sales.

• I or my subordinate am a credit receiver returns records where the signed in resource or their subordinate is a credit receiver for the opportunity.

  This allows sales managers and sales VPs to view the revenue lines for their entire team and see who is receiving credit.

• I am a credit receiver returns records where the signed in resource is a credit receiver for the opportunity.

Note: Keep in mind the following prerequisites if you want to assign sales credits in opportunities:

• Territories have been set up and your company is using territories for assignment of opportunity products.
• You must have Full access to the opportunity to assign sales credits.