Siebel CRM Assignment Manager Administration Guide Siebel Innovation Pack 2017, Rev. A E24725-01 |
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This chapter discusses advanced configuration techniques for Siebel Assignment Manager. Before creating your assignment rules, you might need to perform various configuration tasks described in this chapter. Some configuration tasks might not be applicable for your needs.
Note: Do not attempt to perform procedures in this chapter until you are very familiar with basic Assignment Manager configuration and assignment rule creation. This chapter is intended for users who are already familiar with Assignment Manager basic features and require more information on refining their Assignment Manager deployment. |
This chapter includes the following topics:
"Requirements for Completing Advanced Configuration for Siebel Assignment Manager"
"Assigning Child Accounts Based on Parent's Primary Address"
"Setting the Lock Assignment Default Value for Activity Assignment Objects"
"Configuring Assignment Objects to Copy Additional Columns to the Team Table"
"Process of Configuring Assignment Objects for Team Scoring"
"About Configuring Siebel Assignment Manager to Copy Columns"
"Configuring Siebel Assignment Manager to Use Reporting Tables and Columns"
"Scenarios for Using Multitiered Assignment with Sales Assignment Rules"
"Configuring Siebel Assignment Manager to Add Scores Across Rules"