Assign Channel Sales Manager Territories to Deal Registrations

This topic lists the profile options you can configure for deal registration assignment, and it explains how to assign channel sales manager territories to deal registrations.

What Profile Options Control Deal Registration Assignment?

Use the following profile options to configure deal registration assignment.

The following table shows the profile options used to configure deal registration assignment and provides a description of each.

Profile Option Name	Description
MKL_DEAL_DEFAULT_ASGN_MODE	Controls the type of assignment used for deal registrations. The default value is Rule-Based Assignment Only. You can change this value to Territory-Based Assignment Only or to Both.
MKL_DEAL_TBA_RULESETGROUP	Controls the deal resource rule category. This profile option is set at the site level for Deal resource Rule Category. If you create a rule for Manage Sales Lead Assignment Rules - Deal Resource Rule Category, the matching resources are added to the deal registration team.
MKL_DEAL_TBA_RULESETGROUP	Controls the deal territory rule category for territory based rule filtering. This profile option is set at the site level for Deal Territory Rule Category.

What is Deal Territory Mapping?

To assign territories to deal registrations, you must set the MKL_DEAL_DEFAULT_ASGN_MODE profile option to the type of assignment you want to use. You must define deal territories as Channel Sales Manager-type territories and they must have a Customer Centric coverage type.

The following table provides the Candidate Deal Territory to Deal Registration mapping sets for deal registrations, including Geography for Account Geography, Product(s) for Products, and Literal for CHANNELSALESMANAGER.

Candidate: Deal Territory	Deal Registration
Geography	Account Geography
Product(s)	Products
Literal	CHANNELSALESMANAGER

How Does Territory Based Assignment to Deal Registrations Work?

The following steps provide a high-level explanation of the territory based assignment process for deal registrations.

1. When assignment manager runs, all matching territories are added to the Deal Registration Team tab.

2. When the human task is invoked, the first rule searches for channel sales manager in the territory and adds them to the deal registration team. The channel sales manager gains access to the deal registration, but the rest of the territory team members do not gain access to the deal registration.