Setting Up Assignment Weights
To set up assignment weights, use the Assignment Weights (RSF_ASSIGN_W_TBL) component.
This topic discusses how to define assignment weights.
Page Name |
Definition Name |
Usage |
---|---|---|
RSF_ASSIGN_W_TBL |
Define assignment weights to identify the importance of the criteria that the system uses to determine the assignment of a lead or opportunity to a territory. |
Use the Assignment Weights page (RSF_ASSIGN_W_TBL) to define assignment weights to identify the importance of the criteria that the system uses to determine the assignment of a lead or opportunity to a territory.
Navigation
Image: Assignment Weights page
This example illustrates the fields and controls on the Assignment Weights page.
![Assignment Weights page](img/i-42c12a96n-7e1d.png)
Predefined assignment weights are delivered with the following anchor weights. You can use or modify these, and you can define different sets for different combinations of setIDs and assignment groups:
0 is ignore.
5 is important.
9 is most important.
Assignment weights are used, along with other criteria, when the system assigns leads and opportunities.