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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

Assignment Weights Page

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

select Set Up CRM, then select Product Related, then select Sales, then select Lead and Opportunity, then select Assignment Weights, then select Assignment Weights

Image: Assignment Weights page

This example illustrates the fields and controls on the Assignment Weights page.

Assignment Weights page

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.