Siebel Territory Management Guide
What's New in This Release
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Overview of Territory Management
About Territory Management
Terminology For Territory Management
Roadmap to Territory Management for Life Sciences
Getting Started with Territory Management
About Getting Started with Territory Management
About Territory Hierarchies and Divisions
Administrator Setup Tasks for Territory Management
Setting Up Divisions and Positions for Territory Management
Setting Up a Territory Hierarchy
Setting Up Territory Nodes
Configuring End-Date Behavior for Territory Nodes
Running Territory Alignments
About Territory Alignments: Major and Minor
About Rules for Territory Management
About Conditions in Territory Management
Scenario for Running Territory Alignments
Process of Setting Up and Running Territory Alignments
Setting Up Territory Alignments
Viewing Results of Territory Alignment Runs
Tracking Information About Territory Alignments
Configuring Additional Attributes for Territory Conditions
Activating and Maintaining Territory Alignments
About Activating and Maintaining Territory Alignments
About Rule Activation in Territory Management
Illustrated Example for Indirect Rules in Territory Management
About the Special Behavior for Position-Specific Contact Data in Life Sciences
Scenario for Activating and Maintaining Territory Alignments
Process of Activating and Maintaining Territory Alignments
Activating Territory Alignments
Rolling Back Major Territory Alignment Activations
(Optional) Generating Reporting Structures Based on Territory Hierarchy
Viewing and Editing Rules for Individual Territories
Using Assignment Manager to Maintain Territory Alignments
Removing Territory Nodes from Hierarchies
Using EIM with Territory Management
About Using EIM for Territory Management
Which Territory Management Records to Bulk Load?
Loading Territory Management Data into the Siebel Database
