Table 2. New Product Features in Siebel Territory Management Guide, Version 8.0
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One Territory in Multiple Hierarchies |
You can include one territory in multiple hierarchies. |
About Territory Alignments: Major, Intermediate, and Minor |
There is now an intermediate alignment in addition to major and minor alignment. The intermediate alignment is similar to the minor alignment in previous versions. |
About Using Divisions as Attributes of Conditions |
You can use divisions as attributes of conditions. |
About Renumbering and Inserting Conditions |
If you change the sequence number of a condition, the application automatically renumbers subsequent conditions. This helps you to insert new conditions. |
About Copying Conditions from Another Alignment |
You can copy conditions from an existing alignment to use as the basis of the conditions for a new alignment. |
About Versioning of Territory Alignments and Rules |
You can create different versions of rules that run at different times by creating similar alignments with different activation dates and expiration dates. |
Excluding Addresses of Contacts, Accounts, or Assets from Territory Alignments |
You can flag some addresses for a contact, account, or asset so they are not used in the alignment. |
Setting Up Territory Alignment for Assignment of Sales Representatives |
The Assignment Object, Rep Action, From Territory #, and From Territory fields are added to Rules records. |
Reviewing and Changing Your New Territory Assignments (Sales Representative) and Reviewing Sales Representatives Changes in Territory Assignments |
Sales representatives can review and change their new territory assignments. The administrator reviews the representatives changes. |
Sales Quotas and Territory Management |
You can create sales quotas and use Territory Management to assign them to sales representatives. |
Combining Territory Alignments |
You can combine the last major alignment with all minor updates that have been done since then to create a new Alignment record that reflects the current state of the alignment. |
Maintaining Territory Hierarchies |
There are several new methods of maintaining territory hierarchies. |
