About Conditions in Siebel Territory Management

If you use indirect rules, you can also use conditions to limit the pool of objects (accounts, contacts, and assets) that are available for assignment by indirect rules. The following information describes the types of conditions.

Rule Type	Applies to...	This Type of Rule...	Examples
Global condition	Accounts, contacts, assets, and opportunities	Constrains the set of accounts, contacts, assets, or opportunities available for assignment by indirect rules. Conditions can be combined using AND or OR.	Limit contacts available for assignment to those who have been called on this year.
Local condition	Accounts, contacts, assets, and opportunities within a given territory, geography, geo zone, or combination 2	Further restricts the set of accounts, contacts, assets or opportunities available for assignment by indirect rules, on a per territory, geography or geo zone basis. Local conditions cannot be used to relax global conditions, only to further restrict them.	Limit the contacts in geo zone 42 to those where Last Call Date greater than 01 January 2005.

This topic presents some important points and some examples of how conditions can be used in Siebel Territory Management. Because conditions cannot be explicitly grouped, the conditions that you can create for territory alignments are somewhat limited, and you need to understand these limitations in order to use conditions effectively.