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Your sales organization wants to create four territories based on geographic location. In this case, you may want to create four assignment rules: US NW, US NE, US SE, and US SW, as shown in Figure 23. Assignment Manager then assigns your salespeople depending on the geographic location of the sales opportunity.
NOTE: For detailed instructions on performing each step in the following procedure, see Assignment Rule Administration.
After these assignment rules are released, Assignment Manager assigns salespeople based on the geographic location of the sales opportunity. For example, a sales opportunity in California is assigned to a Western Field Sales Representative.
NOTE: After an account or opportunity has been assigned to a sales team, the list of Territory definitions used by Assignment Manager for this item is added to the item record in the Territories field. This list cannot be edited in the standard user Account or Opportunity detail views.
For an example of how a sales organization can strategically distribute salespeople by using assignment rules based on territories and revenue, see Example of Creating Sales Assignment Rules That Combine Criteria.
If no qualifying assignment rules are found, that is, all evaluations fail, then Assignment Manager replaces the team and assigns the default position as the primary position. For example, assume you run batch assignment on the Account assignment object without specifying an object WHERE clause. In this case, Assignment Manager processes all Account records. For each account, if no matching assignment rules are found, then Assignment Manager can potentially replace the account team with the default position. This can ultimately result in reassignment of all accounts.
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