Oracle Oracle Territory Management, Руководство по внедрению

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Assigning the Sales Team to Named Accounts
Phase III: Creating Named Account Territories 6-11
12.
If you want to preview what organizations match your qualifiers, then click
Mapped Organizations. Return to the definition page.
After the concurrent program Generate Territory Packages is run, leads,
opportunities, or accounts that fall within the qualifiers you created will be
assigned to the named account and the related territory.
6.8 Assigning the Sales Team to Named Accounts
You can assign a sales team to one or more named accounts at a time. Use this
procedure to add or remove salespeople from one or more named accounts.
Prerequisites
You are the sales manager for an existing territory group that contains named
accounts.
Login
Log in to Oracle HTML Applications.
Responsibility
Territory HTML Sales User
Navigation
Territory Manager > Territories > Named Accounts
Steps
1.
Select the Territories tab.
2.
Select the Named Accounts subtab.
3.
Perform either a simple search or an advanced search.
A list of named accounts appears.
4.
In the Select column, select one or many named accounts to update.
5.
Click Update Sales Team.
The Update Sales Team page lists the selected accounts.
6.
If you want to add a salesperson to the sales team, then perform the following
steps in the Add Salesperson section: