Need Siebel provided solution approach through Assignment Manager
Problem Description---------------------------------------------------
Need Quarterly routine/job that takes all opportunities that are in "No Interest" or "Channel" approach, and primary position is NOT HOUSE, then re-assign to primary position HOUSE and remove all other Sales Team members.
So, problems are -
1) How to search Opportunities in assignment manager rule with above condition "No Interest" or "Channel" approach, and primary position is like NOT HOUSE ?
2) After search criteria, how to reassign Opportunities to primary position like HOUSE ?
3) Last problem is how to remove all other Sales Team members for every opportunity comes in above search criteria ?
Further to this, I would like to tell you we don't have much data in above search criteria in every quarter. So, data accumulation and performance should not be a problem for us if we implement this in our application.
Need Quarterly routine/job that takes all opportunities that are in "No Interest" or "Channel" approach, and primary position is NOT HOUSE, then re-assign to primary position HOUSE and remove all other Sales Team members.
So, problems are -
1) How to search Opportunities in assignment manager rule with above condition "No Interest" or "Channel" approach, and primary position is like NOT HOUSE ?
2) After search criteria, how to reassign Opportunities to primary position like HOUSE ?
3) Last problem is how to remove all other Sales Team members for every opportunity comes in above search criteria ?
Further to this, I would like to tell you we don't have much data in above search criteria in every quarter. So, data accumulation and performance should not be a problem for us if we implement this in our application.
2