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Siebel Territory Management Guide > Setting Up and Running Territory Alignments > About Rules for Siebel Territory ManagementTo perform a territory alignment, you need to set up rules that map the territories to positions. You also need to set up rules to map territories to at least one of the following:
Table 5 lists the types of rules you can create for territory assignment if you are aligning territories by sales representative. NOTE: Drop action examples are only applicable to minor alignments and intermediate alignments. If a record was added to a territory by an Indirect rule it can be dropped from this territory by the same Indirect rule only If a record was added to a territory by a Direct rule it can be dropped from this territory by a Direct Drop rule only If in an alignment, one record is being considered by both a direct and an indirect rule, one with an add and the other with a drop action, the rule with the add action will prevail. There is always an OR relationship between any two rules in an alignment, irrespective of whether the rules are direct, indirect, or a combination of the two. |
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