Sales and marketing teams

If your company or organization is using opportunity or campaign management; you can set up sales and marketing teams. Sales teams are used for sales opportunities in Maximizer; and marketing teams are used for traditional marketing campaigns. Teams help leaders delegate and manage opportunities and traditional campaigns in Maximizer. Team leaders can delegate tasks in an opportunity or a traditional campaign to team members.

A team is composed of a team leader and team members:

• Team Leader: In a team; one person is designated as a team leader who has the right to make changes to the opportunity or traditional campaign; as well as to the opportunity’s or traditional campaign’s team.
• Team Member: A regular team member does not have the right to change the traditional campaign/opportunity or the team. The member’s role is to perform the tasks the team leader assigns.

A team member has either edit; audit; or standard rights; as described below. The team leader always has edit rights.

• Edit: Allows a member full access to all campaigns and opportunities assigned to the team. Members with this type of access have full team leader rights and may modify the status of an opportunity or campaign and may also reassign tasks.
• Audit: Allows a member to view all campaigns and opportunities assigned to him/her.
• Standard: Allows for basic rights to “work” (apply steps) opportunities and campaigns. These rights do not allow the member to change a status of an opportunity or campaign.

Security; or access rights; cannot be assigned to sales or marketing teams. Therefore; to control the security of more than one user; you must set up a security group for the team members.

To create a new sales or marketing team

1. Select File Security Groups and Teams.
2. In the left pane; click Teams.
3. Click Add.
4. On the General tab; enter a team name.
5. Select Sales or Marketing from the Type drop-down list.
6. Select the Members tab.
7. From the Available Users list; select the users to add to the team; and click Add.
8. To remove a user; select the user from the Members list; and click Remove.
9. In the Members list; select a member to assign as the Leader; and select Leader from the Status drop-down list.

There can be only one leader in the team.

10.   For each member other than the Leader; select the appropriate member right from the Rights drop-down list.
11. Click Save to save the new team.