Advanced Siebel Assignment Manager Configuration

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

• Creating Assignment Objects

• Creating New Skills

• Example of Using Skill Tables

• Assigning Objects Based on the Primary Address

• Assigning Child Accounts Based on Parent's Primary Address

• Reassigning Accounts to a Different Primary Position

• Maintaining the Manually Assigned Primary Position

• Routing Assignments to Mobile Users

• Stopping Assignment of the Default Organization

• Stopping Assignment of Organizations for Accounts

• 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

• Configuring Assignment Objects for Multitiered Assignment

• Scenarios for Using Multitiered Assignment with Sales Assignment Rules

• Configuring Siebel Assignment Manager to Add Scores Across Rules