Specifying a team leader for a campaign

Team leaders are responsible for managing a campaign team along with that team's campaigners and prospects. Team leaders can be customers or system users. Team leaders who are system users can manage their teams on the staff site; team leaders who are not system users can manage their teams on the public site.

 

    1. Go to Administration > Campaign Settings > Campaigns.

    2. Select a campaign from the Campaign List page.

    3. Click Manage Teams.

    4. Click Team Leaders for one of the listed teams.

    5. Choose one of the following:

Related topics

Assigning system user profiles to team leaders

Creating a team

Setting a goal for a team

Adding a new campaigner to a team