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Assignment Methodology and Examples for Creating Assignment Rules

It is recommended that you have a good understanding of how Siebel Assignment Manager evaluates candidates and determines assignments before you begin creating your assignment rules, or configure, administer, or use the various assignment features.

Figure 4 provides a high-level flowchart of Assignment Manager behavior.

This topic explains assignment methodology and provides examples for creating different kinds of assignment rules. You may, however, use these features differently, depending on your business model. The topics are:

• Example of Creating Sales Assignment Rules Based on Territories

  An example of how a sales organization can strategically assign salespeople based on territories.

• Example of Creating Sales Assignment Rules That Combine Criteria

  An example of how a sales organization can distribute its salespeople in the same geographic location based on revenue potential.

• Example of Creating Assignment Rules for Service Organizations

  An example of how to create assignment rules for a service organization.

Figure 4. Assignment Methodology Flowchart