Siebel Assignment Manager Administration Guide > Assignment Methodology, Strategies, and Scenarios > Examples for Using Delegated Assignment >
Delegated Assignment Example 4: 3rd-Tier Delegated Administrator Tasks for Partners
This example is one of the topics for Examples for Using Delegated Assignment. The 2nd-Tier partner delegated administrator makes sure that leads that have been assigned to Partner 1 are routed to the best sales representative and that no leads go unassigned.
- In the Rule Group Explorer, select the rule group previously created by the 2nd-tier delegated administrator (Henry, in this example).
In this example, assuming Henry created Assignment Rule 30 for Robin and Assignment Rule 40 for Sam, Robin selects Rule Group 30.
- Inherit the assignment rule (or rules).
In this example, Robin inherits Henry's rule three times and refines each rule to make sure leads are routed to one of Partner 1's three sales representatives.
For information about inheriting an assignment rule, see Inheriting Delegated Assignment Rules.
- Refine the inherited rule (or rules).
- Apply templated criteria (criteria from templates).
See Applying templated criteria to an assignment rule.
- Add candidates.
See Adding Employees, Positions, and Organizations to Assignment Rules.
- Add owners to the inheritance access list for the assignment rule.
See Adding Owners to the Inheritance Access List.
In this example, use the following information:
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Criteria |
Leads > $100k |
Leads > $100k1 |
Leads > $100k1 |
Criteria |
Product Line = PCs |
Product Line = PCs1 |
Product Line = PCs1 |
Criteria |
Product = Desktops |
Product = Notebooks2 |
Product = Peripherals2 |
Candidate |
Partner 1 Sales Rep 1 |
Partner 1 Sales Rep 2 |
Partner 1 Sales Rep 3 |
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