Siebel Territory Management Guide
What's New in This Release
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Overview of Siebel Territory Management
About Siebel Territory Management
Terminology For Siebel Territory Management
Roadmap for Using Siebel Territory Management
Setting Up Siebel Territory Management
About Setting Up Siebel Territory Management
About Territory Hierarchies and Divisions
Process of Setting Up Siebel Territory Management
Verifying Enterprise Data for Siebel Territory Management
Enabling Component Groups for Siebel Territory Management
Activating Workflows for Siebel Territory Management
Setting up Assignment Manager's Load Splitter for Siebel Territory Management
Setting Up Divisions and Positions for Siebel Territory Management
Setting Up a Territory Hierarchy
Setting Up Territory Nodes
Configuring End-Date Behavior for Territory Nodes
Improving Performance of Siebel Territory Management
Setting Up and Running Territory Alignments
About Territory Alignments: Major, Intermediate, and Minor
About Rules for Siebel Territory Management
About Conditions in Siebel Territory Management
About Versioning of Territory Alignments and Rules
Territory Alignments of Objects with Multiple Addresses and No Addresses
Effects of Different Definitions of Rules in Siebel Territory Management
Scenario for Running Territory Alignments
Process of Setting Up and Running Territory Alignments
Excluding Addresses of Contacts, Accounts, or Assets from Territory Alignments
Setting Up Territory Alignment for Assignment of Sales Representatives
Running Territory Alignments
Viewing Results of Territory Alignment Runs
Reviewing and Changing Your New Territory Assignments (Sales Representative)
Reviewing Sales Representatives Changes in Territory Assignments
Tracking Information About Territory Alignments
Removing Positions from Territories
Configuring Additional Attributes for Territory Conditions
Making Attributes Available for Local Conditions
Example of Making Attributes Available for Local Conditions
Making Attributes Available for Global Conditions
Example of Making Attributes Available for Global Conditions
Troubleshooting Territory Alignments
Resolving the Error: Another Alignment Is Running or Activated
Resolving the Error: No Records Exist
Sales Quotas and Siebel Territory Management
About Sales Quotas and Siebel Territory Management
Process of Creating and Aligning Sales Quotas
Setting Up Territories and Territory Hierarchies for Sales Quota Alignment
Creating the Sales Quota Record
Defining Sales Quotas
Checking and Publishing the Sales Quotas
Calculating the Sales Quotas for Management
Viewing the Effect of a Territory Change on Sales Quotas
Activating and Maintaining Territory Alignments
About Activating and Maintaining Territory Alignments
About the Special Behavior for Position-Specific Contact Data in Siebel Life Sciences
Scenario for Activating and Maintaining Territory Alignments
Activating Territory Alignments
Rolling Back Major Territory Alignment Activations
Combining Territory Alignments
Generating Reporting Structures Based on Territory Hierarchy
Viewing and Editing Rules for Individual Territories
Using the Periodic Runs Workflow to Maintain Territory Alignments
Configuring the Periodic Runs Workflow to Use the Timestamp Filter
Tasks for Working with Territory Hierarchies
Using Siebel Enterprise Integration Manager with Siebel Territory Management
About Using Siebel Enterprise Integration Manager for Siebel Territory Management
Siebel Territory Management Records Suitable for Bulk Loading
Loading Siebel Territory Management Data into the Siebel Database
