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Adding client coverage groups

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:

  1. Navigate to the Coverage page.
  2. In the Coverage Groups tab, click the Add button  and select Client CoverageThe Add Coverage Group dialog opens.
  3. Type the group's name in the Name field.
  4. Add members to the group.
  5. In the Security tab, 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 Public for both view and edit security.

  6. Click OKThe 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.

Adding and removing client coverage group members