Assigning a tickler

If you are a Customer Service Representative, you can only assign ticklers when you create them. If you are a supervisor, you can assign ticklers to any eligible Customer Service Representative or Customer Service Representative group using the following steps.

Procedure

1. Log on to the IBM Sales Center.
2. Click View > Show Views > Ticklers.
3. Select one or more ticklers in the view.
4. Perform one of the following actions:
   • Right-click the ticklers, and then click Assign Ticklers.
   • Click Tickler > Assign from the main menu.
5. Select the assignee. Your choices are:

   Option	Description
   Assigned by system	If you choose to let the system assign the tickler, the system will assign it in this priority: If there is a Customer Service Representative (CSR) assigned to the customer, then assign the tickler to this CSR. If there is a Customer Service Representative team assigned to the customer organization, then assign the tickler to this team. Assign the tickler to the CSR who created the tickler.
   Assign to myself	This option will assign the tickler directly to you.
   Assign to responsible representative	When this option is selected, you can use the list to assign the tickler to a colleague.
   Assign to responsible team	When this option is selected, you can use the list to assign the tickler to a CSR team.
   Assign to responsible representative in team	When this option is selected, you can use the Select team and Select representative drop down lists to assign the tickler.

6. Optional: Enter a comment.
7. Click OK.