Unfortunately Items must have owners, and not an abstract group as the owner.
One Idea that may work for you: You could use the concept of assigning the
activities to a Queue rather than to individuals.
How it would work: You would create a Queue area for each team or call
center. The distributed activity would get assigned to a particular Queue
instead of one particular individual. Users from one of your call centers
could browse their own call center's particular queue, select an Item and
accept it, which the item would then be assigned to them.. Which they can
then post the campaign response, or convert to opportunity, etc...
Steps: Creating a Queue:
1. Navigate to "Settings" -> "Business Units" -> "Queues"
2. Click the "new" button on the tool bar to create a Queue.
3. When the Queue edit page opens, add a name for the Queue, a Business
Unit, and who will be the owner for this queue. There are some additional
information you can add, but it is optional.
4. Save and Close (Queue is now created).
Steps: Create a Campaign and assign activities to the Queue
1. Navigate to "Marketing" -> "Campaigns"
2. Click new to create a new campaign, fill out form and click Save.
3. On the campaign edit page, be sure to add a marketing list to this newly
created campaign.
4. on the campaign edit page, click "Campaign activities"
5. Click 'new' on the tool bar to create the activity, choose the channel
type, name, etc. Click 'save'
6. Distribute the campaign activity
7. After activity has been distributed, goto the activities, bulk highlight
the created activities and assign them to the Queue you created (the lookup
box on assign change from 'Users' to 'queue'.
Steps: Users Navigate to the Queue and accept Items
1. Users can navigate "My Work" -> "Queues"
2. Select the Queue for their call center, located a given activity, select,
and then click 'accept' from the tool bar, which will move the activity to
the "my work" queue for that particular user.
3. User can then convert the activity to a opportunity, create a campaign
response, assigning it whomever, etc...
I hope this idea might work for you.
--
This posting is provided "AS IS" with no warranties, and confers no rights.
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