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Setting Up Automatic Routing of Information

You can use Siebel Business Process Designer and Siebel Assignment Manager to automatically share information with your partners. The sample data shipped with Siebel PRM includes sample workflows that you may find useful.

Siebel Business Process Designer can provide automatic email or fax notification to partners under conditions that you specify. For example, whenever you assign a sales opportunity for more than $500,000 to a partner, Siebel Business Process Designer can automatically inform the partner by email that there is an important new opportunity.

Assignment Manager can automatically assign opportunities, service requests, and other data to the partner who is best able to work with them. You can create rules based on your partners' expertise, location, work load, and other conditions, and Assignment Manager will automatically assign data to the employee or partner who fits those rules. For example, it could assign a new service request to the employee or partner who has the required expertise, is in the right location, and also has the fewest service requests in the queue.

For information about the workflows included in Siebel PRM's sample data, see Activating Workflows.

For more information about defining rules to enable automatic email notification and customizing notification messages, see Siebel Business Process Designer Administration Guide.

For more information creating rules in Assignment Manager, see Siebel Assignment Manager Administration Guide.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003