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Scenario for Working with Delegated Administrators

This topic is part of Examples for Using Delegated Assignment.

A sales organization for a high tech company wants to create assignment rules that are inheritable and configurable by several different levels in the organization. The requirements are:

• Handle large sales leads internally; handle small sales leads externally using partners
• Promptly assign sales leads to the most qualified representative
• Design complex assignment rules, making use of the delegated assignment inheritance and criteria templates features to allow for uncomplicated rule administration by persons at all levels

In this scenario, the Sales EVP, vice presidents, regional sales managers, partners, and sales representatives participate in delegated assignment for one rule group hierarchy, as shown in Figure 30.

Figure 30 shows the following relationships:

• Amy, Executive Vice President of Sales, is the assignment administrator (AA).
• Two vice presidents report to Amy:
  • Lance, VP Direct Sales
  • Henry, VP Channel Sales

    Lance and Henry are second-tier delegated administrators.

• Two managers report to Lance:
  • Rick, Eastern Regional Manager
  • Sarah, Western Regional Manager

    Rick and Sarah are third-tier delegated administrators (DAs).

• Two partners report to Henry:
  • Robin, Partner 1
  • Sam, Partner 2

    Robin and Sam are also third-tier delegated administrators (DAs).

• Three Western regional sales representatives report to Sarah.
• Three partner sales representatives report to Robin.

Figure 30. Sample Delegated Assignment Organization Chart

Table 47 provides sample responsibilities for each of the positions discussed previously.