NOTE To specify a primary position you must set it at the rule level in the

Note to specify a primary position you must set it at

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NOTE: To specify a primary position, you must set it at the rule level (in the Primary Position field in the Assignment Rules List view). TIP: The Primary Position field may be a hidden column. You can enable the Primary Position field by selecting it through the Columns Displayed feature. You must also assign a specific position within that rule (in the Position Candidates list in the Assignment Rules List view). 5 Release the assignment rules. In the Assignment Rules view, click the Release button. You can then run Batch Assignment to assign objects affected by the assignment rules. For more information about running Batch Assignment, see “Running Batch Assignment” on page 228 .
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Assignment Rule Administration Assignment Methodology and Examples for Creating Assignment Rules Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 81 After these assignment rules are released, Assignment Manager assigns salespeople based on the geographic location of the sales opportunity. For example, a sales opportunity in California is assigned to a Western Field Sales Representative. NOTE: After an account or opportunity has been assigned to a sales team, the list of Territory definitions used by Assignment Manager for this item is added to the item record in the Territories field. This list cannot be edited in the standard user Account or Opportunity detail views. For an example of how a sales organization can strategically distribute salespeople by using assignment rules based on territories and revenue, see “Example of Creating Sales Assignment Rules That Combine Criteria” on page 81 . Assignment Manager Behavior When All Assignment Rules Fail If no qualifying assignment rules are found, that is, all evaluations fail, then Assignment Manager replaces the team and assigns the default position as the primary position. For example, assume you run batch assignment on the Account assignment object without specifying an object WHERE clause. In this case, Assignment Manager processes all Account records. For each account, if no matching assignment rules are found, then Assignment Manager can potentially replace the account team with the default position. This behavior can ultimately result in the reassignment of all accounts. Example of Creating Sales Assignment Rules That Combine Criteria This topic is part of “Assignment Methodology and Examples for Creating Assignment Rules” on page 74 . This topic gives one example of how a sales organization can distribute its salespeople in the same geographic location based on revenue potential. You may use this feature differently, depending on your business model. You can create territories that use the same geographic location but different revenue potentials. In this example, you may want to create two assignment rules: US Southwest High Revenue and US Southwest Low Revenue, as shown in Figure 6 . Siebel Assignment Manager then assigns your salespeople, depending on both the geographic location and the revenue potential of the sales opportunity.
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  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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