Teams Versus Individual Candidates

A team represents a group of employees or positions. Assigning a team allows you to assign a group of individuals that possess various skills or job functions to a particular object.

In sales organizations, teams are typically assigned to objects. For example, you can assign a sales representative and a sales consultant to an opportunity. Alternately, you can assign a team of sales professionals (such as two district representatives, a regional manager, and a sales engineer) to work a single, large sales opportunity.

An individual represents a single employee or a position. Assigning individuals allows you to assign exclusive ownership to an individual who possesses a specific skill or expertise for a particular object.

In service organizations, individuals are typically assigned to objects. For example, you can assign a customer service representative with expertise in disk drives to all service requests that are marked for this area.

Assignment objects can be team-based, individual-based, or both. That is, the same assignment object can be team-based for employees and individual-based for organizations.

The following table shows which candidates can be assigned to some of the predefined assignment objects. This table also shows which assignment objects are restricted to a single assignee, and assignment objects that are capable of incorporating a team of assignees. S indicates the ability to allow only single owner assignments; M indicates the ability to allow multiple owners or team assignments.

Assignment Object

Employee Candidate

Position Candidate

Organization Candidate

Account

Not applicable

M

M

Activity

M

Not applicable

Not applicable

Campaign

Not applicable

M

M

Campaign Contact

Not applicable

S

S

Contact

Not applicable

M

M

Opportunity

Not applicable

M

M

Product Defect

S

Not applicable

Not applicable

Project

M

Not applicable

M

Project Team

M

Not applicable

Not applicable

Service Request

S

Not applicable

M

TM Account

Not applicable

M

Not applicable

TM Asset

Not applicable

M

Not applicable

TM Contact

Not applicable

M

Not applicable

Note: If you want to assign different candidates, such as assign accounts to employees or assign projects to positions, then you have to configure the assignment object using Siebel Tools. For more information about this, see Creating Assignment Objects.