Siebel Assignment Manager Administration Guide > Assignment Rule Administration for Delegated Assignment > Examples for Using Delegated Assignment >
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:
- Two managers report to Lance:
- Two partners report to Henry:
- Three Western regional sales representatives report to Sarah.
- Three partner sales representatives report to Robin.
Figure 30. Sample Delegated Assignment Organization Chart
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Table 47 provides sample responsibilities for each of the positions discussed previously.
Table 47. Sample Positions and Responsibilities for Delegated Assignment Scenario
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Executive Vice President (EVP) of Sales |
Making sure large leads are handled by internal sales representatives and small leads are handled by partner sales representatives. |
VP Direct Sales |
Making sure leads are routed to the right regional manager. (Second-tier delegated administrator) |
VP Channel Sales |
Making sure leads are routed to the right partner. (Second-tier delegated administrator) |
Regional Manager |
Making sure leads are routed to the best sales representative. (Third-tier delegated administrator) |
Partner |
Making sure leads are routed to best partner employee (because the high tech company cannot determine which partner employee is best suited for the lead). (Fourth-tier delegated administrator) |
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