Henry VP of Channel Sales and another second tier DA follows the same steps as

Henry vp of channel sales and another second tier da

This preview shows page 192 - 194 out of 314 pages.

Henry, VP of Channel Sales and another second-tier DA, follows the same steps as Lance, except Henry uses different criteria templates to route leads based on product line, as follows: Leads for PCs go to Robin (employee of Partner 1) Leads for servers go to Sam (employee of Partner 2) To perform second-tier delegated assignment administration tasks 1 In the Rule Group Explorer, select a rule group previously created by the assignment administrator. In this example, Lance selects the rule group for which he is the owner (Rule Group 1). 2 Create a child rule group (or groups) with the current rule group as the parent. In this example, Lance creates two rules groups, as follows: Rule Group 10 with Owner = Rick; Parent Rule Group = Rule Group 1 Rule Group 20 with Owner = Sarah; Parent Rule Group = Rule Group 1 Creating these rule groups gives Rick and Sarah the ability to manage their own lead assignment rules for their subordinates. For information about how to create a child rule group, see “Creating Child Assignment Rule Groups” on page 184 . 3 Inherit assignment rule (or rules). In this example, Lance inherits Amy’s rule twice so that he can refine each rule to make sure leads in the Eastern states go to Rick and leads in the Western states go to Sarah. For information about inheriting an assignment rule, see “Inheriting Delegated Assignment Rules” on page 186 . 4 Refine the inherited assignment rule (or rules). a Apply criteria templates. See “Applying Criteria Templates to Inherited Assignment Rules” on page 187 . b Add candidates. See “Choosing a Candidate as the Primary Assignee” on page 61 .
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Assignment Rule Administration for Delegated Assignment Examples for Using Delegated Assignment Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 193 In this example, use the following information to refine the assignment rules. 5 Add owners of the child rule groups to the inheritance access list for each assignment rule. See “Adding Owners to the Inheritance Access List” on page 184 . After you add Rick and Sarah to the inheritance access list for the appropriate assignment rule, Rick and Sarah can inherit the rules and further refine them by adding criteria and specifying candidates. Delegated Assignment Example 3: Third-Tier Delegated Administration Tasks This topic is part of “Examples for Using Delegated Assignment” on page 187 . Rick and Sarah are third-tier delegated administrators in the rule group hierarchy. To perform third-tier delegated assignment administration tasks Rick and Sarah follow the same steps as Lance in “Delegated Assignment Example 2: Second-Tier Delegated Administration Tasks” on page 192 , except that Rick and Sarah: Inherit Lance’s rules (Assignment Rule 10 and 20), and refine those rules so that the leads are routed directly to sales representatives.
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  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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