Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• Whats New in Siebel Territory Management Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Territory Management Guide, Siebel CRM 19.1 Update

2 Overview of Siebel Territory Management

• Overview of Siebel Territory Management
• About Siebel Territory Management
  • Why Is Siebel Territory Management Important?
  • About Siebel Territory Management for Siebel Industry Applications
• Terminology For Siebel Territory Management
• Roadmap for Using Siebel Territory Management

3 Setting Up Siebel Territory Management

• Setting Up Siebel Territory Management
• About Setting Up Siebel Territory Management
• About Territory Hierarchies and Divisions
  • Position Reporting Structure and Territory Hierarchy
  • One Territory in Multiple Hierarchies
• Process of Setting Up Siebel Territory Management
  • Verifying Enterprise Data for Siebel Territory Management
  • Enabling Component Groups for Siebel Territory Management
  • Activating Workflows for Siebel Territory Management
  • Setting up Assignment Manager’s Load Splitter for Siebel Territory Management
  • Setting Up Divisions and Positions for Siebel Territory Management
  • Setting Up a Territory Hierarchy
• Setting Up Territory Nodes
  • About Structuring Territory Nodes as a Family Tree
  • Restrictions on Effective Start and End Dates for Territory Nodes
  • Creating Territory Nodes
• Configuring End-Date Behavior for Territory Nodes
• Improving Performance of Siebel Territory Management
  • Inactivating Target Object Selector (TOS) User Properties That Are Not Needed
  • Inactivating Assignment Manager Rule User Properties That Are Not Needed
  • Inactivating Local Condition User Properties That Are Not Needed
    • Renumbering Active User Properties So They Are Sequential
  • Modifying Business Components to Improve Performance

4 Setting Up and Running Territory Alignments

• Setting Up and Running Territory Alignments
• About Territory Alignments: Major, Intermediate, and Minor
  • Differences Between Minor and Intermediate Alignment
• About Rules for Siebel Territory Management
• About Conditions in Siebel Territory Management
  • What Is a Scope?
  • Condition Evaluation Within a Given Scope
  • Condition Evaluation Between Scopes
  • About Using Dates as Attributes for Conditions
  • About Using Divisions as Attributes of Conditions
  • About Renumbering and Inserting Conditions
  • About Copying Conditions from Another Alignment
  • About Versioning of Territory Alignments and Rules
• Territory Alignments of Objects with Multiple Addresses and No Addresses
• Effects of Different Definitions of Rules in Siebel Territory Management
• Scenario for Running Territory Alignments
  • The Administrator Sets Up Rules and Conditions
  • The Administrator Runs, Reviews, Refines, and Reruns the Territory Alignment
• Process of Setting Up and Running Territory Alignments
  • Excluding Addresses of Contacts, Accounts, or Assets from Territory Alignments
  • Setting Up Territory Alignment for Assignment of Sales Representatives
  • Running Territory Alignments
    • About the Status Field
    • Running a Territory Alignment
  • Viewing Results of Territory Alignment Runs
  • Reviewing and Changing Your New Territory Assignments (Sales Representative)
  • Reviewing Sales Representatives Changes in Territory Assignments
  • Tracking Information About Territory Alignments
• Removing Positions from Territories
• Configuring Additional Attributes for Territory Conditions
  • Making Attributes Available for Local Conditions
  • Example of Making Attributes Available for Local Conditions
  • Making Attributes Available for Global Conditions
  • Example of Making Attributes Available for Global Conditions
• Troubleshooting Territory Alignments
  • Resolving the Error: Another Alignment Is Running or Activated
  • Resolving the Error: No Records Exist

5 Sales Quotas and Siebel Territory Management

• Sales Quotas and Siebel Territory Management
• About Sales Quotas and Siebel Territory Management
• Process of Creating and Aligning Sales Quotas
  • Setting Up Territories and Territory Hierarchies for Sales Quota Alignment
  • Creating the Sales Quota Record
  • Defining Sales Quotas
    • Defining Sales Quotas for Postal Codes or Geo Zones
    • Defining Sales Quotas for Accounts
    • Defining Sales Quotas for Contacts
  • Checking and Publishing the Sales Quotas
  • Calculating the Sales Quotas for Management
• Viewing the Effect of a Territory Change on Sales Quotas
  • Associating the Quota with an Alignment
  • Viewing the Effect of the Alignment on Quotas

6 Activating and Maintaining Territory Alignments

• Activating and Maintaining Territory Alignments
• About Activating and Maintaining Territory Alignments
  • About Activating Territory Alignments
  • About Maintaining Territory Alignments
• About the Special Behavior for Position-Specific Contact Data in Siebel Life Sciences
• Scenario for Activating and Maintaining Territory Alignments
• Activating Territory Alignments
• Rolling Back Major Territory Alignment Activations
• Combining Territory Alignments
• Generating Reporting Structures Based on Territory Hierarchy
• Viewing and Editing Rules for Individual Territories
• Using the Periodic Runs Workflow to Maintain Territory Alignments
  • Running the Periodic Runs Workflow without the Time-Stamp Filter
  • Running the Periodic Runs Workflow with the Time-Stamp Filter
• Configuring the Periodic Runs Workflow to Use the Timestamp Filter
  • Modifying the Periodic Runs Workflow
  • Modifying the TOS Workflows
  • Modifying the Runtime Repository and Deploying the Changes
• Tasks for Working with Territory Hierarchies
  • Viewing All Hierarchies for a Territory
  • Copying Territory Hierarchies
  • Deleting Territory Hierarchies
  • Removing Territory Nodes from Hierarchies

7 Using Siebel Enterprise Integration Manager with Siebel Territory Management

• Using Siebel Enterprise Integration Manager with Siebel Territory Management
• About Using Siebel Enterprise Integration Manager for Siebel Territory Management
• Siebel Territory Management Records Suitable for Bulk Loading
• Loading Siebel Territory Management Data into the Siebel Database