Two vice presidents report to Amy Lance VP Direct Sales Henry VP Channel Sales

Two vice presidents report to amy lance vp direct

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Two vice presidents report to Amy: Lance, VP Direct Sales Henry, VP Channel Sales Lance and Henry are second-tier delegated administrators. Two managers report to Lance: Rick, Eastern Regional Manager Sarah, Western Regional Manager Rick and Sarah are third-tier delegated administrators (DAs). Two partners report to Henry: Robin, Partner 1 Sam, Partner 2 Robin and Sam are also third-tier delegated administrators (DAs). Three Western regional sales representatives report to Sarah. Three partner sales representatives report to Robin.
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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 189 Table 46 provides sample responsibilities for each of the positions discussed previously. Figure 30. Sample Delegated Assignment Organization Chart Table 46. Sample Positions and Responsibilities for Delegated Assignment Scenario Position Responsible for … Executive Vice President (EVP) of Sales Making sure large leads are handled by internal sales representatives and small leads are handled by partner sales representatives. VP Direct Sales Making sure leads are routed to the right regional manager. (Second-tier delegated administrator) VP Channel Sales Making sure leads are routed to the right partner. (Second-tier delegated administrator) Regional Manager Making sure leads are routed to the best sales representative. (Third-tier delegated administrator) Partner Making sure leads are routed to best partner employee (because the high tech company cannot determine which partner employee is best suited for the lead). (Fourth-tier delegated administrator)
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration for Delegated Assignment Examples for Using Delegated Assignment 190 Delegated Assignment Example 1: Delegated Administration Tasks This topic is part of “Examples for Using Delegated Assignment” on page 187 . Amy, the EVP and assignment administrator (AA), makes sure that large leads go to internal sales reps (by way of Lance, VP Direct Sales) and small leads go to channel partners (by way of Henry, VP Channel Sales). To perform top-level delegated assignment administration tasks 1 Create a root-level rule group. In this example, Amy organizes her assignment rules into a logical grouping. Rules that route leads are in one rule group. For information about how to create a root-level rule group, see “Creating Assignment Rule Groups” on page 45 . 2 Create a child rule group (or groups) with the root-level rule group as the parent. In this example, Amy creates two rules groups, as follows: Rule Group 1 with Owner = Lance Rule Group 2 with Owner = Henry Creating these rule groups gives Henry and Lance the ability to manage their own lead assignment rules for their subordinates.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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