Bookshelf Home | Contents | Index | Search | PDF |
Siebel Incentive Compensation Administration Guide > Sales Hierarchies > Creating a Territory >
Adding a Position to a Territory
After creating a new sales territory, you can add a position representing the person assigned to this territory. You also can define one or more territory owners with nonoverlapping dates and a delegated administrator. The owners and delegated administrator can view and administer subterritories.
To add a position to a territory
- From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Territories.
- In the Territories list, select the territory, and then click the Positions view tab.
- In the Positions list, click New.
You can also query for a position.
In the Positions record, the Role, Status, and Start Date fields are automatically completed. These values can be changed.
- In the position record, click the select button in the Position field.
- In the Pick Position dialog box, select a position, and then click OK.
- Complete the remaining fields.
The following table describes the fields.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |