Configuring the Opportunity Assignment Object for Team Scoring
Use the following procedure to configure the Opportunity assignment object for team scoring.
To configure the Opportunity assignment object for team scoring
Start Siebel Tools.
In the Object Explorer, expand Workflow Policy Object, and select the Opportunity object.
Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).
The pencil icon appears in the W field to indicate that the project for the object is locked.
In the Object Explorer, select Assignment Object.
In the Assignment Objects window, set values for the properties in the following table.
Column |
Value |
---|---|
Employee Team Score Column |
The name of the column that stores the score for each member of an employee team. |
Org Team Score Column |
The name of the column that stores the score for each member of an organization team. |
Position Team Score Column |
The name of the column that stores the score for each member of a position. |