Defining SRA Categories
Sales Rep Assignment (SRA) Categories allow more than one Sales Rep to be assigned to an account. Each Sales Rep would only handle leads for an account that fall under his or her category. For example, one Sales Rep may only handle Copier-related leads for a group of accounts and another Sales Rep may only handle FAX-machine-related leads for those accounts. In this case, you would have a category named Copier and a separate category named FAX.
The categories to be used must be defined in the system. A user must have the appropriate administrative privileges to add, modify, disable, or delete categories. There must always be at least one category. For each category, separate Sales Rep assignment rules can be defined.
Note: If no categories are defined, the Category or SRA fields and tabs will not appear in the various views.
Categories are accessed through the System Console tool.
