Adding a Person Dynamic Candidate Team to an Assignment Rule

Use the following procedure to add a person dynamic candidate team to an assignment rule.

To add a person dynamic candidate team to an assignment rule

1. Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.

2. In the Assignment Rules list, drill down on the assignment rule for which you want to add a dynamic team.

3. Click the Person Candidates Source drop-down list and choose one of the following:

   • Activity Account Team

   • Activity Asset Team

   • All People

   • From Rule

   • Any team that you predefined using Siebel Tools

     Note: For territory management, you can choose from several other predefined values. For more information about these values, see Siebel Territory Management Guide.

     You use a similar procedure for adding organization dynamic candidate teams to assignment rules. However, there are no predefined organization dynamic teams from which to choose in the seed data; you must create your own organization teams.