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Delegated Assignment Example 1: Delegated Administration Tasks

This topic is part of Examples for Using Delegated Assignment.

Amy, the EVP and assignment administrator (AA), makes sure that large leads go to internal sales reps (by way of Lance, VP Direct Sales) and small leads go to channel partners (by way of Henry, VP Channel Sales).

To perform top-level delegated assignment administration tasks

1. Create a root-level rule group.

   In this example, Amy organizes her assignment rules into a logical grouping. Rules that route leads are in one rule group.

   For information about how to create a root-level rule group, see Creating Assignment Rule Groups.

2. Create a child rule group (or groups) with the root-level rule group as the parent.

   In this example, Amy creates two rules groups, as follows:

   • Rule Group 1 with Owner = Lance
   • Rule Group 2 with Owner = Henry

     Creating these rule groups gives Henry and Lance the ability to manage their own lead assignment rules for their subordinates.

     For information about how to create a child rule group, see Creating Child Assignment Rule Groups.

3. Create an assignment rule (or rules).
   1. Add a new assignment rule.
   2. Assign candidates to the rule.

      For information about adding candidates to assignment rules, see Choosing a Candidate as the Primary Assignee.

   3. Add criteria templates to the rule.

      NOTE:  It is recommended that assignment administrators create criteria templates to assist DAs in rule creation. Doing this reduces the need for DAs to fully understand the steps required and implications of creating new logic.

      For information about adding criteria templates to assignment rules, see Adding Criteria Templates to Assignment Rules.

   4. Add owners of the child rule groups to the inheritance access list for the assignment rule.

      After owners are added to the inheritance access list, inheritors of those rules can refine and specialize the rules by adding criteria and candidates for their unique circumstances.

      For information about adding owners to the inheritance access list for an assignment rule, see Adding Owners to the Inheritance Access List.

      In this example, create the following assignment rules to route leads to Lance and Henry.

      Task	Assignment Rule 1	Assignment Rule 2
      Add criteria	Leads greater than $100,000	Leads less than $100,000
      Assign candidates	Lance (VP Direct Sales)	Henry (VP Channel Sales)
      Add owners to inheritance access list	Lance	Henry

      These configured values help make sure that large leads are managed by internal sales and smaller leads are managed by partners.

4. (Optional) Create additional criteria templates.
   1. Create new criteria for the assignment rule.
   2. Click the Template flag for each new criteria created.

      In this example, use the following criteria.

      Add to Rule	Assignment Rule 1	Assignment Rule 2
      Criteria Template 1	Product Line = Servers	Not applicable
      Criteria Template 2	Product Line = PCs	Not applicable
      Criteria Template 3	Product = Notebooks	State = NY, CT, NJ
      Criteria Template 4	Product = Desktops	State = WA, CA, OR, NV
      Criteria Template 5	Product = Peripherals	Not applicable

      These configured values provide Lance and Henry with the ability to refine rules with predefined criteria instead of creating new criteria.