You can select other Distributed Marketing users
to participate in the Corporate Campaign.
About this task
You can assign participants as individuals, or by role.
When you assign participants by role, you can assign an entire group
of field marketers to participate in a Corporate Campaign at one time.
Procedure
- Open the Corporate Campaign.
- Open the People tab.
- Click the Edit Member/Role Settings icon
().
The
Select Team Members dialog box opens.
- To assign team members by role:
- In the upper left of the dialog box, click Roles.
- Select roles to assign to the Corporate Campaign from
the list on the left.
- Click the right-pointing arrow button to move the selected
roles to the Selected Team Members list on the right.
- To assign individual users:
- In the upper left of the dialog box, click Folders.
- Expand the folder entries and select individuals to
assign to the Corporate Campaign from the list on the left.
- Click the right-pointing arrow button to move the selected
users to the Selected Team Members list on the right.
- Click Save Changes.
What to do next
You can now assign work for the Corporate Campaign by
role.