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 |