Changing User Criteria

To change a Sales Rep’s user criteria in an SRA rule:

1)  Open the SRA rule page,

·      Click on  in the Button Bar or Tools->System Console.

·      Click on  for SRA Configuration in the System Console page.

·      Click on  for Sales Representative Assignment Rule.

·      Select the SRA rule name in the OBJECT ASSOCIATION field.

2)  Click edit for the user whose criteria you want to change. The form appears with the current definition.

3)  If you want to delete an entire row, click on Remove for that row.

4)  If you want to change the definition, change the Variable, Exp, and Value fields as needed.

5)  Click on Save. You will return to the SRA Rule page.

6)  Click on Cancel to exit from the SRA Rule page.

7)  Click on home (mySalesChain) to exit from SRA options.