Delegated Assignment Example 4: Third-Tier Delegated Administration Tasks for Partners

This topic is part of Examples for Using Delegated Assignment.

Robin and Sam are third-tier partner delegated administrators. Robin must make sure that leads that have been assigned to Partner 1 are routed to the best sales representative and that no leads go unassigned.

To perform third-tier delegated assignment administration tasks for partners

1. In the Rule Group Explorer, select the rule group previously created by the second-tier delegated administrator (Henry, in this example).

   In this example, assuming Henry created Assignment Rule 30 for Robin and Assignment Rule 40 for Sam, Robin selects Rule Group 30.

2. Inherit the assignment rule (or rules).

   In this example, Robin inherits Henry's rule three times and refines each rule to make sure that leads are routed to one of Partner 1's three sales representatives.

   For information about inheriting an assignment rule, see Inheriting Delegated Assignment Rules.

3. Refine the inherited rule (or rules).

   1. Apply criteria templates.

      See Applying Criteria Templates to Inherited Assignment Rules.

   2. Add candidates.

      See Choosing a Candidate as the Primary Assignee.

4. Add owners to the inheritance access list for the assignment rule.

   See Adding Owners to the Inheritance Access List.

   In this example, use the following information. In this example, rule 30B inherits from rule 30A, and rule 30C inherits from either rule 30B or rule 30A. Therefore, the values for the first and second criteria are read-only for rules 30B and 30C. For the third criteria, Product = Desktops, new values from criteria templates were applied to rule 30B and rule 30C.

Apply to Rule	Assignment Rule 30A	Assignment Rule 30B	Assignment Rule 30C
Criteria	Leads greater than $100,000	Leads greater than $100,000	Leads greater than $100,000
Criteria	Product Line = PCs	Product Line = PCs	Product Line = PCs
Criteria	Product = Desktops	Product = Notebooks	Product = Peripherals
Candidate	Partner 1 Sales Rep 1	Partner 1 Sales Rep 2	Partner 1 Sales Rep 3