{"id":"revops-source-credit-conflict-ruling","audience":"revops","category":"sales-work","technique":"grounding","track":"sales","level":"advanced","title":"Rule on lead-source credit when the rules conflict","free":false,"task":"Apply the source-credit rules to opportunity OP-77 and rule on the dispute. Write exactly three plain-text lines: Ruling: (the source and credited team), Rule applied: (with the day count), Not applied: (the other rules and why each does not apply). Use only the rules and timeline. Under 90 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"SOURCE CREDIT RULES (v3)\n1. Credit goes to the first inbound touch (form fill, chat or inbound call) on the account within the 180 days before the opportunity was created. Inbound credit goes to Marketing.\n2. An outbound rep touch earns credit only if the contact replied before any inbound touch. Credit goes to Sales.\n3. A partner earns credit if the partner's deal registration was approved before the opportunity was created. This overrides rules 1 and 2. Credit goes to Partners.\n\nOP-77 (Northgate Foods) was created Oct 20.\nTIMELINE\n- Aug 12: rep Jo Ellis emails the contact. No reply.\n- Aug 30: the contact fills in a web form (inbound).\n- Sep 14: partner Norland submits a deal registration.\n- Oct 2: the contact replies to Jo and they speak.\n- Oct 24: Norland's registration is approved.\n\nDISPUTE: Jo says she sourced it (Aug 12). Norland says it should get credit.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Crediting the outbound rep","why":"The AI gives Jo credit because she emailed first.","fix":"Add: \"An outbound touch earns credit only if the contact replied before any inbound touch.\"","checks":["r0","r2"]},{"title":"Crediting the partner","why":"The AI gives Norland credit for submitting Sep 14.","fix":"Add: \"A partner needs approval before the opportunity was created; use the approval date.\"","checks":["r2"]},{"title":"No day count","why":"The AI says 'within 180 days' without counting.","fix":"Add: \"Rule applied: show the days from the touch to Oct 20.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes a long memo.","fix":"Add: \"Exactly three plain-text lines, under 90 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Names the three lines","patterns":["ruling:","rule applied","not applied"]},{"label":"Uses the dates","patterns":["approval date","reply","oct(ober)? 24"]},{"label":"Asks for day count","patterns":["day count","days"]},{"label":"Explains exclusions","patterns":["why","each (rule|does not)","not applied"]},{"label":"Plain text and cap","patterns":["plain text","under 90 words"]}],"hint":"Name the three lines, ask for the day count, and make it explain why the other rules fail.","rubricLabels":["Ruling gives the source as inbound (the Aug 30 web form) credited to Marketing, and not Sales or Partners","Rule applied is rule 1 with the day count of 51 days before the Oct 20 opportunity creation","Not applied explains rule 2 (Jo's Aug 12 email got no reply before the Aug 30 inbound touch) and rule 3 (Norland's registration was approved Oct 24, after Oct 20 creation)"]}