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 for Using Territory Management
Setting Up Territory Management
About Setting Up Territory Management
About Territory Hierarchies and Divisions
Process of Setting Up Territory Management
Verifying Enterprise Data for Territory Management
Enabling Component Groups for Territory Management
Activating Workflows for Territory Management
Setting up Assignment Manager's Load Splitter 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
Setting Up and Running Territory Alignments
About Territory Alignments: Major, Intermediate, and Minor
About Rules for Territory Management
About Conditions in Territory Management
About Versioning of Territory Alignments and Rules
Scenario for Running Territory Alignments
Process of Setting Up and Running Territory Alignments
Excluding Addresses of Contacts, Accounts, or Assets from Territory Alignments
Setting Up Territory Alignment for Assignment of Sales Representatives
Running Territory Alignments
Viewing Results of Territory Alignment Runs
Reviewing and Changing Your New Territory Assignments (Sales Representative)
Reviewing Sales Representatives Changes in Territory Assignments
Tracking Information About Territory Alignments
Configuring Additional Attributes for Territory Conditions
Sales Quotas and Territory Management
About Sales Quotas and Territory Management
Process of Creating and Aligning Sales Quotas
Setting Up Territories and Territory Hierarchies for Sales Quota Alignment
Creating the Sales Quota Record
Defining Sales Quotas
Checking and Publishing the Sales Quotas
Calculating the Sales Quotas for Management
Viewing the Effect of a Territory Change on Sales Quotas
Activating and Maintaining Territory Alignments
About Activating and Maintaining Territory Alignments
About the Special Behavior for Position-Specific Contact Data in Life Sciences
Scenario for Activating and Maintaining Territory Alignments
Activating Territory Alignments
Rolling Back Major Territory Alignment Activations
Combining Territory Alignments
Generating Reporting Structures Based on Territory Hierarchy
Viewing and Editing Rules for Individual Territories
Using the Periodic Runs Workflow to Maintain Territory Alignments
Maintaining Territory 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
