Configuring Assignment Criteria

Assignment Owner

Select an owner for the assignment group:

• Select Sales if you use the assignment group to assign sales representatives to leads and opportunities.

• Select Account Management if you use the assignment group to assign sales representatives to accounts.

If you select Account Management, the system sets the following defaults and makes the fields unavailable for editing:

• Assign To: Single Territory.

• Return search results for: Whole Team.

Single Territory

Select to have the system assign sales representatives or teams in the single top-weighted territory.

Multiple Territories

Select to have the system assign sales representatives or teams in multiple top-weighted territories.

How Many?

If you select Multiple Territories, enter the number of territories to search.

Single Team or All Teams

If you select Multiple Territories, you can select Single Team to assign representatives only from within the single team that best fits the assign criteria, or you can select All Teams to assign representatives from within all teams that match the assignment criteria.

If you select Multiple Territories, the system selects All Teams by default. You can override this setting.

Single Rep (single representative)

Select to make the assignment to a single territory team member of the specified territory.

Whole Team

Select to make the assignment to all territory team members of the specified territory.

Automatic Assignment

Select to allow the system to assign leads or opportunities within the assignment group.

When you select this option, the Automatic Options group box becomes available.

Manual Selection

Select to enable sales users to assign leads or opportunities manually within the assignment group.

When you select this option, search results are listed as candidates for assignment when the user clicks the Find Sales Rep (find sales representative) button on the Lead - Assign or Opportunity - Assign page.

Primary Rep (primary representative)

Select to have the system evaluate the territory team and select only the team member who is designated as the primary member on the Territory page.

Round Robin and Time or Availability

Select to have the system evaluate the territory teams to select candidates based on either time or availability parameters. Select:

• Time to identify the sales representatives who have waited the longest without a recent assignment, according to the record and field set on the Round Robin - Last Assigned tab on the Component Records page and the time stamp on the Territory Definitions page.

• Availability to identify, according to the record and field set on the Round Robin - Availability tab on the Component Records page, the representatives who have the least number of leads or opportunities assigned to them with the following status:

  • For leads, the status of New, Open, Accepted, Referred, Imported, Working, Converted to Opportunity, Rejected, Deferred or Turnback.

  • For opportunities, the status of Open.

Assign within Business Unit

Select to permit assignments only to sales representatives in the same business unit as the business unit to which the lead or opportunity belongs.

Description

Enter the components to use for the assignment group. The components that you enter appear on the Round Robin - Last Assigned and Round Robin - Availability tabs, and they populate the Components field on the Criteria page.

Last Assigned Record and Field

Enter the record and field to use in the specified component to determine which representative has waited the longest without a recent assignment.

The last-assigned date in the Lead Entry and Opportunity Details components is used in the Round Robin - Time assignment method. The time stamp on the Territory Definitions page is initially set to 01/02/1000, and it is updated each time that a sales user is assigned to the territory and each time that a lead or opportunity is assigned to that individual.

See Territory Definitions Page.

Availability Record and Field

The system counts the available leads and opportunities. Enter the record and field for the system to use (from the specified component) to determine which representatives have the least number of leads or opportunities assigned to them.

Code and Description

Enter a code and description for the criteria used for the assignment group.

Required

Select to identify data that must exist to allow an assignment.

For example, if you indicate that a product ID is required and you do not specify a product ID, when you click the Find Sales Rep button on the Lead - Assign or Opportunity - Assign page an error message appears indicating that a required criterion (product ID) is missing and that you must enter the required criteria before the system can make the assignment.

Required data must have an assigned weight. The default assigned weight is 0 - Ignore. Typically, you change the default weight for required data.

Weight

Specify the importance of criteria when the system makes a match.

Some weight lists have anchors—that is, low, middle, and high values—with other values in between. For example, the predefined weights for the SHARE setID (as shown in the example) are in increments of one (0, 1, 2, 3, 4, 5, 6, 7, 8, 9). These weights have anchors of 0 = Ignore, 1 = Least Important, 5 = Important, and 9 = Most Important.

Click the Weight Definitions link to determine weight definitions.

Type

Select to specify whether a single value or a range of values is permitted for a match.

For example, suppose that you want to search for representatives who work with a particular customer (as the logged in sales user or specified sales representative information). In that case, you would select the customer type Single. To have the system search for representatives within a range of postal codes, select the postal code type Range.

Specify the beginning and end of a range on the Territory Definitions page.

See Creating Territory Trees.

Record and Key Field

Enter the specific record and field that the system uses when prompting for the criteria data that is available for an assignment group.

Component

Click to access the Component page to view the components that use the criteria field and to determine the location in the component buffer from which the criteria field comes.