Table 2. Territory Management Administrative Tasks
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Setting up accounts and contacts |
If you are going to be assigning accounts and contacts to territories, make sure that the data for these objects is accurate and complete. |
Applications Administration Guide |
Setting up assets |
If you are going to be assigning assets to territories, make sure that the data for these objects is accurate and complete. |
Siebel Field Service Guide |
Setting up geo zones (or bricks) |
You can define your territories by geo zone instead of by postal code. For example, if your syndicated data is provided for geo zone, then define your territories by geo zone. |
Siebel Life Sciences Guide |
Setting up divisions and positions |
In Territory Management, sales forces are represented by divisions. Before territory hierarchies can be created, you need to create a division and the positions for the employees who are to be assigned to territories. |
Setting Up Divisions and Positions for Territory Management |
Setting up a territory hierarchy and territory records |
Part of this set up process is to list (create records for) all the territories that the sales forces in your hierarchy use. You can choose later (through rules) how you want to define these territories and (through nodes) which territories you want to include in a given alignment. |
Setting Up a Territory Hierarchy |
Setting up territory nodes in the hierarchy |
Territory nodes define which territories are active (available for assignment) and territory nodes determine the structure of the hierarchy. |
Setting Up Territory Nodes |
Setting up Assignment Manager's load splitter |
Set up of the load splitter is required for running and activating alignments. Make sure to set the ActivationLoadBalancerConfig and RunAlignmentLoadBalancerConfig system preferences to the Configuration IDs for the load splitter configurations that you want to use. |
Siebel Assignment Manager Administration Guide (for Assignment load splitter configuration) |