Configuring client coverage groups

Configure the client coverage groups that are available for users to apply to contacts.

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

Coverage is a method for assigning users or groups of users to be responsible for specific clients, opportunities, or events. A client coverage group is a user group that a business administrator creates. After creating a coverage group, users can assign coverage of a contact to the group on the Contacts workspace. A coverage team refers to all the individual users and coverage groups who are responsible for a contact. A coverage role is the role assigned to a user when covering a client or an opportunity.

Note: Coverage team members always have view and edit access to the contacts that they cover.

You create client coverage groups from the Client Coverage Groups tab on the Customize workspace.