Making SRA Rules
Sales Rep Assignment (SRA) Rules allow the system to automatically assign or reassign Sales Reps to accounts. At least one SRA rule must be defined, but more can be created if multiple SRA Categories will exist. For multiple SRA Categories, a different SRA rule can be selected for each category to assign Sales Reps differently for each category.
An SRA rule consists of a default Sales Rep and any number of individual user criteria definitions. The default Sales Rep would be assigned to an account when the account did not match any of the criteria defined for other users in the rule. A user criteria definition identifies the conditions that an account must meet for the Sales Rep (user) to be assigned to the account. For example, a user criteria definition could state that only accounts in certain Postal Codes (zip codes) should be assigned to that Sales Rep.
If you have the appropriate privileges, you can create, modify, or delete SRA Rules.
