Corporation Video Game Keyboard User Manual

Installation Verification
2-2 Oracle Territory Management Implementation Guide
Navigation
CRM Foundation > Resource Manager > Territory Administration
Steps
1. From the Territories Navigator, open Oracle Sales and TeleSales.
2. In the administration bar, click Define Territory.
The Territory Details window opens.
3. In the Overview tab, set the Usage to Sales.
4. Enter a name for the territory.
5. Accept the catch all as the parent territory.
6. Select transaction types, including Leads.
7. In the Transaction Qualifiers tab, enter the qualifier name and criteria, such as
State = ’California’.
8. In the Resource tab, select resource name, team, and group information along
with the access type.
9. Click Save.
2.2.2 Run Concurrent Programs
Run the following concurrent request:
■ Generate Territory Packages for the Oracle Sales and TeleSales usage
2.2.3 Test with a Lead
Test using a lead in Oracle Sales Online.
Login
Log in to HTML Applications
Responsibility
Sales Online User
Steps
1. Create a lead that matches your territory definition.