You can add client coverage groups and assign users to groups. After you add the group, business administrators manage the group in the Customize workspace in NexJ CRM, and users can assign the coverage group to contacts.
To add a new client coverage group:
Navigate to the Coverage page.
In the Coverage Groupstab, click the Addbutton and select Client Coverage. The Add Coverage Group dialog opens.
Type the group's name in the Namefield.
Add members to the group.
In the Securitytab, you can change the view and edit security levels of this coverage group.
You cannot modify the security levels for the coverage group after it has been created. If you want to restrict access to this coverage group, you must set it now as the default setting is Publicfor both view and edit security.
Click OK. The Add Coverage Group dialog closes.
A client coverage group is added to the system. The client coverage group also displays in NexJ CRM in the Client Coverage Groups tab in the Customize workspace.