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Example of Creating Sales Assignment Rules That Combine Criteria
This topic is part of Assignment Methodology and Examples for Creating Assignment Rules.
This topic gives one example of how a sales organization can distribute its salespeople in the same geographic location based on revenue potential. You may use this feature differently, depending on your business model.
You can create territories that use the same geographic location but different revenue potentials. In this example, you may want to create two assignment rules: US Southwest High Revenue and US Southwest Low Revenue, as shown in Figure 6. Siebel Assignment Manager then assigns your salespeople, depending on both the geographic location and the revenue potential of the sales opportunity.
NOTE: For detailed instructions on performing each step in the following procedure, see Assignment Rule Administration.
Figure 6. Example of Creating Assignment Rules with Combined Criteria
To create sales assignment rules that combine criteria
- Create assignment rules.
In this example, create two assignment rules, one for each territory, as shown in Figure 6.
- Determine the assignment criteria.
In this example, select Account State and Revenue as the criteria.
- Define the criteria values.
In this example, use the states that make up each territory as the Account States criteria values. For the Revenue criteria values, select different assignment attributes for each assignment rule:
- For the US Southwest High Revenue assignment rule, type
100,001 in the Revenue Low assignment attribute.
- For the US Southwest Low Revenue assignment rule, type
100,000 in the Revenue High assignment attribute.
NOTE: The columns that appear in the Values list change dynamically depending on the criteria selected in the Criteria list.
The following figure shows an example of defining the US Southwest High Revenue assignment rule as described.
- Add the positions for this assignment rule.
In this example, you add a different sales position for each assignment rule:
- Release the assignment rules.
In the Assignment Rules view, click the Release button. You may then run Batch Assignment to assign objects affected by the assignment rules. For more information about running Batch Assignment, see Running Batch Assignment.
After these assignment rules are released, Assignment Manager assigns salespeople based on the geographic location and revenue potential of the sales opportunity. For example, a sales opportunity in Nevada with a revenue potential of over $100,000 is assigned to the western division manager. However, a sales opportunity in New Mexico with a revenue potential of $100,000 or lower is assigned to a western field sales representative.