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Creating Assignment Rules Based on Territories

The first step is to create assignment rules based on territories. For example, three of NREC's territories are San Francisco, Peninsula, and East Bay. Each of these territories is served by a partner real estate agency. Each real estate agency is associated with a set of ZIP Codes, which you will define as criteria values in the next procedure.

For the NREC example, you would need to create an assignment rule for each territory listed above. The following procedures use San Francisco as an example.

To create assignment rules based on territories

  1. From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Rules.
  2. In the Assignment Rules list, click the Menu button and then choose New Record.
  3. Enter a new record using the following values:

    4. Field
    Example Value
    Description
    Name
    San Francisco
    Unique name for the rule
    Object
    Opportunity
    The object to be assigned
    Minimum Score
    0
    Although NREC is not using scoring, you must enter a value here.
    Assignees from Rule
    All Above Minimum
    Use all assignees with an assignment score greater than or equal to the assignment rule's minimum score.
    For a description of other methods see Siebel Assignment Manager Administration Guide.


 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003