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Siebel Marketing Guide > Campaign Plans and Campaigns > Working With Campaign Teams and Groups >

Setting Up Campaign Teams

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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 a campaign. Each employee position on the campaign team has access to the campaign in the Campaigns screen's My Campaigns list.

To set up a campaign team

Use the step in the following list that applies to your product:
In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > My Campaign Plans.
In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
Select the campaign plan or campaign and click the Team view tab.

The creator selected record is automatically assigned as the primary member of the team. This position may be removed from the team as long as you specify a member of the team as the Primary.

In the Team list, create a new record.
Select employees from the Add Employees list, and click OK.
To select multiple consecutive employees, hold down SHIFT as you select names.
To select multiple nonconsecutive employees, hold down CTRL as you select names.
Click in the Primary field to designate the primary team member.

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

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