Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Process of Setting Up Siebel PRM >

Setting Up Automatic Routing of Information for Siebel PRM

This task is a step in Process of Setting Up Siebel PRM.

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 might 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 automatically assigns 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 the Siebel PRM sample data, see Activating Workflows for Siebel PRM. For more information about defining rules to allow automatic email notification and customizing notification messages, see Siebel Business Process Framework: Workflow Guide. For more information creating rules in Assignment Manager, see Siebel Assignment Manager Administration Guide.