Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Setting Up Teams and Groups >

Assigning Teams to Campaigns

Campaign teams are used by Siebel Marketing and Siebel Campaigns. Campaign teams are set up by assigning individual employees to a team that is associated with the campaign. Each employee position on the campaign team has access to the campaign in the Campaigns screen.

If you are working with partners in developing the campaign, you can also include a partner as a team member by adding that partner's position. The partner may then view the campaign in the Partner Portal, in the Campaign Management screen.

To assign a team to a campaign

1. Navigate to the Campaign Management screen.
2. In the Campaigns list, click the campaign name.
3. In the Team field, click the select button.

   The creator of the campaign is assigned as the primary member of the Campaign Team. This position may be removed from the team only after you select a different member of the team to be the Primary.

4. In the Team Members dialog box, select employees from the Available list, and click Add.

   To select multiple consecutive employees, hold down SHIFT as you select each name. To select multiple nonconsecutive employees, hold down CTRL as you select names.

5. Click the Primary field to select the primary team member, and click OK.

   The default primary team member is the position that created the campaign.