Siebel Territory Management Guide > Setting Up and Running Territory Alignments >
Process of Setting Up and Running Territory Alignments
To set up and run territory alignments perform the following tasks:
- Excluding Addresses of Contacts, Accounts, or Assets from Territory Alignments. By default, all address for a contact, account, or asset are included in alignments. You can flag some addresses so they are not used in the alignment.
- Setting Up Territory Alignment for Assignment of Sales Representatives. The territory administrator sets up the alignment and creates the rules which determine how territories are assigned to sales representatives.
- Running Territory Alignments. The territory administrator runs the alignment. The new territory assignments are created, but they do not take effect until the alignment is activated.
- Viewing Results of Territory Alignment Runs. The territory administrator can review the territory alignment results and, if necessary, can go back to Step 2 to make change the territory alignment rules and to Step 3 to rerun the alignments.
- Reviewing and Changing Your New Territory Assignments (Sales Representative). Sales representatives can view the new territory assignments that apply to them, and they can change the rules to suggest changes in these assignments.
- Reviewing Sales Representatives Changes in Territory Assignments. The territory administrator reviews changes suggested by sales representatives.
- Tracking Information About Territory Alignments. Throughout the process, the territory administrator can track the changes that are made.
NOTE: If you are using Territory Management to align sales quotas, you must also perform the tasks described in Viewing the Effect of a Territory Change on Sales Quotas.
This process is a step in Roadmap for Using Territory Management.