This chapter discusses advanced configuration techniques for Siebel Assignment Manager.

NOTE:  Do not attempt to perform procedures in this chapter until you are well versed in basic assignment manager configuration and assignment rule creation. This chapter is intended for users already familiar with Assignment Manager basic features and who require further information on refining their Assignment Manager deployment.

This chapter includes the following topics:

• About Performing Advanced Assignment Manager Configuration Tasks
• Creating Assignment Objects
• Creating New Skills
• Example of Using Skill Tables
• Assigning Objects Based on the Primary Address
• Assigning Child Accounts Based on Parent's Primary Address
• Reassigning Accounts to a Different Primary Position
• Routing of Assignments to Mobile Users
• Maintaining the Manually Assigned Primary Position
• Stopping Assignment of the Default Organization
• Stopping Assignment of Organizations for Accounts
• Setting the Lock Assignment Default Value for Activity Assignment Objects
• Configuring Assignment Objects to Copy Additional Columns to the Team Table
• Process of Configuring Assignment Objects for Team Scoring
• Extending an Object's Base Table for Team Scoring
• Configuring Assignment Objects for Team Scoring
• Example of Configuring the Opportunity Assignment Object for Team Scoring
• Configuring Assignment Manager to Use Reporting Tables and Columns
• Configuring Assignment Objects for Multitiered Assignment
• Scenarios for Using Multitiered Assignment with Sales Assignment Rules
• Configuring Assignment Manager to Add Scores Across Rules