Crediting Rules You Need at Your Fingertips
Recall the core crediting-rule distinctions that prevent payout disputes.
They were on the final call, so they deserve deal credit. Late-stage executive or manager assistance is visible but may not equal accountable ownership. Your line Final-call participation is evidence of influence, not automatic credit. We credit the role accountable for source, qualification, or commercial close under the published rule. Rewarding the loudest late-stage participant. It separates helpful involvement from credited ownership and points back to the rule. Source credit versus close credit Many disputes shrink when these are separate credit types instead of one winner-take-all bucket. What evidence should exist before split credit is approved? Source field, opportunity owner,…
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