Credit Assignment Home

You can access the Xactly Credit Assignment application directly from Xactly Incent.

Screen

Home Screen

How to …

This section describes how to launch the Credit Assignment application.
Launch Credit Assignment

• Log in to Xactly Incent, click the menu, and choose
Credit Assignment.

The Credit Assignment Home screen appears displaying shortcuts allowing you to
complete the following tasks within the application:

1. Define Territories—Displays the Territory Management > Territories area, allowing
you to define territories, specify rules, and assign resources, as needed.

2. Process Orders—Displays the Credit Assignment > Orders area, allowing you to
manage and download orders.

3. View Results—Similarly, displays the Credit Assignment > Orders area, allowing
you to search orders, including new, assigned, and unassigned orders.