Coverage is a method for assigning users or groups of users to be responsible for specific clients, opportunities, or events.

Coverage is displayed in a tab in the contact's profile. The tab displays the users who are on the coverage team for the contact and their coverage roles.

A client is a contact, company (including an institution or a fund), or household. A coverage role is the role assigned to a user when covering a client or an opportunity. 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 events.

Assigning coverage for contacts

You can assign coverage of a contact to an individual user.

To assign individual coverage to a contact:

Navigate to the Contacts workspace.
Select the contact you want to assign coverage to.
The selected contact's profile opens.
In the Detail tab, click the Coverage subtab.
Click the Add button and choose Select Coverage .
The Add Coverage Users dialog opens.
Select a user and role to add to the coverage team and click Add.
[Optional] You can add additional information for the user.
Click OK.

The Add Coverage Users dialog closes, and the coverage you selected is assigned to this contact.

Removing coverage for contacts

You can remove an individual user from coverage for a contact.

To remove individual coverage from a contact:

Navigate to the Contacts workspace.
Select the contact you want to remove coverage from.
The selected contact's profile opens.
In the Detail tab, click the Coverage tab, and locate the user you want to remove from the contact's coverage.
Click the Action button for the user you want to remove and select Delete.
A confirmation dialog opens.
Click Delete.
The confirmation dialog closes.

The individual coverage for the contact is deleted.

Assigning coverage groups

You can assign coverage of a contact to a group of users.

A coverage group is a group of users who are responsible for covering a contact or an opportunity.

To assign a coverage group:

Navigate to the Contacts workspace.
Select the contact you want to assign a coverage group to.
The selected contact's profile opens.
In the Detail tab, click the Coverage tab.
Click Select and choose Select Coverage Group .
The Select Coverage Group dialog opens.
Locate and select the coverage group you want to add.
Click OK.

The Select Coverage Group dialog closes and the coverage group you selected is assigned to the contact.

Removing coverage groups from contacts

You can remove a group of users from coverage for a contact.

To remove a coverage group from a contact:

Navigate to the Contacts workspace.
Select the contact you want to remove a coverage group from.
The selected contact's profile opens.
In the Detail tab, click the Coverage tab, and locate a user that is in the group you want to remove from the contact's coverage.
Click the Action button for the user in the coverage group you want to remove and select Remove Coverage Group .

The coverage group is removed from the contact record.