How to Create a Credit and Payment Rule with Multiple Users and Only Pay One User

Below are the directions to complete the exception:

1. Go to Plan > Edit Plan > 3. Define Credit
2. Click "Create New" on the left side of the screen under the Credits section
3. Name the credit rule
4. Select if there is a quota associated or not, if so, and you have multiple quotes, in the drop-down menu click the correct quota to associate it to the credit rule.
5. Click "View Options" > select Deal Based
6. Leave blank
7. Select the field you would like to base quota attainment/credit on
8. Click the floppy disk icon to save the entire rule
9. Under section C click "Edit Rule"
10. On the left side, it will have a drop-down menu that says "Everyone on Plan" and then list out those users added to the plan. Leave on Everyone on Plan.
11. Click "Add More Criteria" > select Deal Date in the first drop-down menu and enter "01/01/2001 " > Save.

NOTE: This will essentially turn this rule "off " for all other reps on the plan.

1. In the drop-down menu click the rep's name
2. Click "Add More Criteria" > enter in the criteria they need to get credit (i.e. Salesperson = Myself OR Territory = San Jose"
3. Save > Close > click the floppy disk to save the entire rule.

You will then want to create a new payment rule:

1. On the left side of the screen click the Payments section > Create New
2. Name the payment rule
3. Commission (% rate per deal)
4. In the drop-down menu select the rule above you have created. Select if you want the quota to be associated as well
5. Select the time frame
6. Select the frequency of payment
7. Enter in the attainment tiers if applicable and enter in the rate
8. Click the floppy disk icon to save the entire rule