The coverage assignment model assigns steps based on an activity plan's For Contact entity's coverage. For example, if you create the activity plan with a contact named John Doe in its For Contact field, then this assignment model will look at the users assigned to John Doe's coverage. If there is a user on John Doe's coverage team with the same coverage role as the one that you selected, then that user will be assigned this step. Otherwise, the step will be assigned to the user that the activity plan is assigned to.

Similarly, the opportunity team assignment model assigns steps based on the opportunity team member's coverage roles. This is only used when creating activity plans for opportunity templates. If there is a user on that opportunity's coverage team that has the same coverage role as the one you selected, then that user will be assigned this step. Otherwise, the step will be assigned to the user that the activity plan is assigned to.

Assigning activity steps to templates using assignment models

To assign an activity step using an assignment model:

1. Navigate to the Customize workspace.
2. Click the Activity Plans tab.
3. In the templates list, select the template that you want to add the assignment model step to.
4. Click the Steps subtab.
   All of the steps currently in the activity plan display.
5. In the Steps zone, click the Edit  button .
   The Edit Activity Plan Steps dialog opens.

6. Click the Add button , and select the specific task or activity plan you want from the menu.
   The Add Activity Plan Step dialog opens.
   

   Document steps do not use assignment models.

7. In the Assign Action item area, select the Coverage Role option.
   The corresponding fields activate.
8. In the left field, select an assignment model. NexJ Admin Console and NexJ CRM come with two preconfigured assignment models: Coverage and Opportunity team.

9. In the right field, select the role of the entity that you want to assign the step to. Valid roles must have been added to assignment models in order for them to appear in this field.
   

   For more information on configuring assignment models and adding valid roles, see Using rules to assign roles or activities to users.

10. Click OK.
    The  Add Activity Plan Step  dialog closes and the assignment model step is saved.
11. Click OK.
    The Edit Activity Plan Steps dialog closes and the activity plan template steps are saved.

An activity step using an assignment model is assigned.