Bookshelf Home | Contents | Index | PDF     

Siebel Territory Management Guide > Setting Up Territory Management > Process of Setting Up Territory Management >

Verifying Enterprise Data for Territory Management

Siebel Territory Management uses data that has probably already been entered in your Siebel Business applications, such as accounts and contacts. You should verify that this data has been entered and is available for Territory Management.

This task is a step in Process of Setting Up Territory Management.

Table 4 summarizes the enterprise data used by Territory Management.

Table 4. Territory Management Administrative Tasks
Enterprise Data
Description
For More Information

Account and Contact objects

If you are going to be assigning accounts and contacts to territories, make sure that the data for these objects is accurate and complete.

Siebel Applications Administration Guide

Asset objects

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

Geo zone objects (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

Opportunity objects

If you align territories by opportunity, then you must create the opportunities and assign them to sales representatives.

Siebel Applications Administration Guide

    
Siebel Territory Management Guide Copyright © 2008, Oracle. All rights reserved.