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Delegated Assignment Example 2: Second-Tier Delegated Administration Tasks

This topic is part of Examples for Using Delegated Assignment.

Lance, VP of Direct Sales and a second-tier delegated administrator (DA), makes sure that the leads that are more than $100K are routed to the correct sales manager based on geography and territories:

• Leads in the Eastern states go to Rick
• Leads in the Western states go to Sarah

Henry, VP of Channel Sales and another second-tier DA, follows the same steps as Lance, except Henry uses different criteria templates to route leads based on product line, as follows:

• Leads for PCs go to Robin (employee of Partner 1)
• Leads for servers go to Sam (employee of Partner 2)

To perform second-tier delegated assignment administration tasks

1. In the Rule Group Explorer, select a rule group previously created by the assignment administrator.

   In this example, Lance selects the rule group for which he is the owner (Rule Group 1).

2. Create a child rule group (or groups) with the current rule group as the parent.

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

   • Rule Group 10 with Owner = Rick; Parent Rule Group = Rule Group 1
   • Rule Group 20 with Owner = Sarah; Parent Rule Group = Rule Group 1

     Creating these rule groups gives Rick and Sarah 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. Inherit assignment rule (or rules).

   In this example, Lance inherits Amy's rule twice so that he can refine each rule to make sure leads in the Eastern states go to Rick and leads in the Western states go to Sarah.

   For information about inheriting an assignment rule, see Inheriting Delegated Assignment Rules.

4. Refine the inherited assignment rule (or rules).
   1. Apply criteria templates.

      See Applying Criteria Templates to Inherited Assignment Rules.

   2. Add candidates.

      See Choosing a Candidate as the Primary Assignee.

      In this example, use the following information to refine the assignment rules.

      Rule Data	Assignment Rule 10	Assignment Rule 20
      Criteria	Leads greater than $100,0001	Leads greater than $100,0001
      Criteria	State = NY, CT, NJ2	State = WA, CA, OR, NV2
      Candidate	Rick	Sarah

      1Criteria inherited from the original rule and is read only. 2Applied from criteria templates.

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

   See Adding Owners to the Inheritance Access List.

   After you add Rick and Sarah to the inheritance access list for the appropriate assignment rule, Rick and Sarah can inherit the rules and further refine them by adding criteria and specifying candidates.