Coverage
Coverage is a method for assigning users or groups of users to be responsible for specific clients, opportunities, or events.
Coverage is displayed in a tab in the contact's profile. The tab displays the users who are on the coverage team for the contact and their coverage roles.
A client is a contact, company (including an institution or a fund), or household. A coverage role is the role assigned to a user when covering a client or an opportunity. A coverage team is a collection of all the individual users and coverage groups who receive view and edit access to entities and collaborate on their corresponding opportunities, activities, and events.
Assigning coverage for contacts
You can assign coverage of a contact to an individual user.
To assign individual coverage to a contact:
Removing coverage for contacts
You can remove an individual user from coverage for a contact.
To remove individual coverage from a contact:
Assigning coverage groups
You can assign coverage of a contact to a group of users.
A coverage group is a group of users who are responsible for covering a contact or an opportunity.
To assign a coverage group:
Removing coverage groups from contacts
You can remove a group of users from coverage for a contact.
To remove a coverage group from a contact: