Manage Sales Credits

Do you want to allocate sales credits to salespeople? Use the Sales Credits subtab in your subscription to create a sales credit by capturing the credit type and the amount of credit that a salesperson receives.

1. Navigate to the Sales Credits subtab.

2. Click Add Sales Credits.

3. Select the name of the salesperson.

4. Select the credit type you're assigning to the salesperson. The total percentage of each sales credit type must equal 100 percent.

5. Enter a value in the Percent field.

6. Optionally, click the Delete icon to remove a team member from the subscription.