Automatically Assigning Owners to Campaign Contacts

The following procedure shows how to automatically assign owners to campaign contacts.

To automatically assign owners to campaign contacts

  1. Navigate to the Campaigns screen.

  2. Click the campaign name.

  3. Click the Design view tab.

  4. In the Design link bar, click Execution Options.

  5. Verify that the values in the following fields are correct:

    • Default Organization Owner

    • Default Position Owner

    • Assignment Rule Group

  6. Load and Launch the campaign.

    When the Campaign is loaded, Siebel Assignment Manager assigns owners to the campaign contacts.

  7. To run Siebel Assignment Manager again, click the Run Assignment Manager button and select a campaign to load and launch.

  8. Click Run Assignment Manager.

    The Run Assignment Manager button is only available if you choose Yes - Assignment Manager in the Campaign Contact Ownership field.

  9. In the Pick Campaign dialog box, select a campaign, and click OK.