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Siebel Assignment Manager Administration Guide > Assignment Methodology, Strategies, and Scenarios > Assignment Strategy for Sales Organizations > Example of Creating Sales Assignment Rules Based on TerritoriesThis topic gives one example of how a sales organization can strategically assign salespeople based on territories. You may use this feature differently, depending on your business model. Your sales organization wants to create four territories based on geographic location. In this case, you may want to create four assignment rules: US NW, US NE, US SE, and US SW, as shown in Figure 7. Assignment Manager then assigns your salespeople depending on the geographic location of the sales opportunity. NOTE: For detailed instructions on performing each step in the following procedure, see Assignment Rule Administration. To create sales assignment rules based on territories
After these assignment rules are released, Assignment Manager assigns salespeople based on the geographic location of the sales opportunity. For example, a sales opportunity in California is assigned to a Western Field Sales Representative. NOTE: After an account or opportunity has been assigned to a sales team, the list of Territory definitions used by Assignment Manager for this item is added to the item record in the Territories field. This list is not modifiable in the standard user Account or Opportunity detail views. For an example of how a sales organization can strategically distribute salespeople by using assignment rules based on territories and revenue, see Example of Creating Sales Assignment Rules That Combine Criteria. For general information about sales assignment strategies, see Assignment Strategy for Sales Organizations. |
Siebel Assignment Manager Administration Guide |