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Delegated Assignment Example 3: Third-Tier Delegated Administration Tasks

This topic is part of Examples for Using Delegated Assignment.

Rick and Sarah are third-tier delegated administrators in the rule group hierarchy.

To perform third-tier delegated assignment administration tasks

• Rick and Sarah follow the same steps as Lance in Delegated Assignment Example 2: Second-Tier Delegated Administration Tasks, except that Rick and Sarah:
  • Inherit Lance's rules (Assignment Rule 10 and 20), and refine those rules so that the leads are routed directly to sales representatives.
  • Do not have to create child rule groups (because they assign leads directly to representatives).