Coverage
Client coverage is a method of assigning individual users or a group of users to be responsible for managing the relationship with the client. A client is a contact, company, or household with whom you have built a business relationship. You can assign coverage of a client to an individual user or a coverage group. A coverage group is a group of users who share responsibility for covering an entity, opportunity, or account plan. 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 account plans. A coverage role is the role assigned to a user when they are covering a client, opportunity, or account plan. Each user on the coverage team is assigned a coverage role when covering a client, opportunity, or account plan. When you are part of an entity's coverage team, the entity appears in your data table on the Contacts workspace. The Coverage card in an entity's Detail tab lists all the users that make up that entity's coverage team.
Assigning and removing coverage for entities
To assign coverage to a selected entity, navigate to the entity's Detail tab. On the Coverage card, click the Add button and select one of the following options:
- User
Select a user and assign a coverage role. Coverage Group
Search for and select a coverage group. Coverage groups are created and maintained by your administrator. For more information about creating coverage groups, see Client coverage groups.
When you add or remove a member of a coverage group for entities, the changes are cascaded to all clients with that coverage group. These changes are not automatically cascaded for coverage groups for opportunities.