Coverage indicates which users are responsible for an opportunity. An opportunity coverage group is a user group that a business administrator creates. After creating a coverage group, users can assign coverage of an opportunity to the group on the Opportunities workspace. A coverage team refers to all the individual users and coverage groups who collaborate on an opportunity.

You can create opportunity coverage groups from the Opportunity Management tab on the Customize workspace.

Adding opportunity coverage groups

Create an opportunity coverage group to make the group available for users in the Opportunities workspace.

To add an opportunity coverage group:

1. Navigate to the Customize workspace.
2. In the Opportunity Management tab, select the Coverage Groups subtab, then click the Add button . The Add Coverage Group dialog opens.
3. In the Name field, enter a name for the group.

4. In the Visibility field, define view security for the group. Select Public to make the group visible to all users, or select a user or group to restrict visibility to that user or group.
   

   You cannot modify view security levels for the coverage group after it has been created. If you want to restrict view access to this coverage group, you must set it now as the default view setting is Public.

5. To add users to the group:
   1. In the detail area, in the Coverage Group Members area, click the Select button. The Select Coverage Group Members dialog opens.
   2. In the list on the left, select one or more users to add to the coverage group.
   3. Click Add to move the selected users to the right column.

   4. Define the coverage role for a user by double-clicking in the Coverage Role field for the user, then selecting a role from the drop-down list. Click OK.
      

      You must define a coverage role for each user.

      The Select Coverage Group Members dialog closes.

6. Click OK. The Add Coverage Group dialog closes.

The opportunity coverage group is created. The group is available to users on the Opportunities workspace.

Editing opportunity coverage groups

You can change the name of an opportunity coverage group, add or remove users from a group, and reassign coverage roles for users.

To edit an opportunity coverage group:

1. Navigate to the Customize workspace.
2. In the Opportunity Management tab, select the Coverage Groups subtab.
3. In the coverage groups list, select the coverage group that you want to edit.
4. If you want to change the coverage group name or description:
   1. In the detail area on the right, click Edit. The Edit Coverage Group dialog opens.
   2. Make your desired changes, then click OK. The Edit Coverage Group dialog closes.
5. If you want to add or delete users from a group or change coverage roles for a user:
   1. In the detail area, in the Coverage Group Members area, click the Select button . The Select Coverage Group Members dialog opens.
   2. Use Add or Remove to change coverage group members.
   3. Add or change the coverage role for a user by double-clicking in the Coverage Role field for the user, then selecting a role from the drop-down list.
   4. Click OK. The Select Coverage Group Members dialog closes.

The opportunity coverage group is edited.

Deleting opportunity coverage groups

Delete opportunity coverage groups that you no longer require.

If you delete a coverage group that is currently assigned to an opportunity, the group is deleted from the opportunity. Individual group members remain assigned to the opportunity and no longer belong to the coverage group.

To delete an opportunity coverage group:

1. Navigate to the Customize workspace.
2. In the Opportunity Management tab, select the Coverage Groups subtab.
3. In the coverage groups list, click the Action button for the coverage group you want to delete, and click the Delete button .
   A confirmation dialog opens.
4. Click Delete.
   The confirmation dialog closes.

The coverage group is deleted. The coverage group is also removed from any opportunities to which it is assigned in the Opportunities workspace.