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Siebel Territory Management Guide > Running Territory Alignments >
About Rules for Territory Management
To perform a territory alignment, you need to set up rules that map the territories to positions. You also need to set up rules to map territories to at least one of the following:
- Accounts
- Contacts
- Assets
- Postal codes
- Geo zones (bricks)
Direct Rules, Indirect Rules, and Conditions
Table 3 lists the types of rules you can create for territory assignment.
Table 3. Direct Rules, Indirect Rules, and Conditions
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Direct rule |
Accounts, contacts, and assets |
Assigns one account, contact, or asset to one territory. |
Add: Dr. Mike Adler is assigned to territory A102. Drop: City Hospital is removed from territory A102. |
Indirect rule |
Postal codes and geo zones |
Assigns the accounts, contacts, assets, or a combination thereof in a given area (postal code or geo zone) to one territory. |
Add: Assets in ZIP Code 07920 are assigned to territory A102. Drop: Accounts in geo zone 42 are removed from territory T85. |
Position rule |
Positions |
Assigns one position to one territory. |
Add: Assign position Sales Rep 3 to territory A102. Drop: Remove position Sales Rep 4 from territory A102. |
Global condition |
Accounts, contacts, and assets |
Constrains the set of accounts, contacts, or assets available for assignment by indirect rules. Conditions can be combined using AND or OR. |
Limit contacts available for assignment to those who have been called on this year. |
Local condition |
Accounts, contacts, and assets within a given territory, postal code, geo zone, or combination 2 |
Further restricts the set of accounts, contacts, or assets available for assignment by indirect rules, on a per territory, postal code or geo zone basis. |
Limit the contacts in geo zone 42 to those where Last Call Date > 01/01/05. |
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