Configuring user coverage
Coverage is a method for assigning users or groups of
users to be responsible for specific clients, opportunities, or
events.
The Coverage page enables you to create and
manage client coverage groups, assign coverage roles to different coverage
group types, assign default client coverage and opportunity coverage roles
to users, and configure coverage inheritance.
Note: Coverage groups for
clients, events, and opportunities are distinct groups. For example, a
user can have different roles in a client coverage group and an
opportunity coverage group. The roles that are available to a user may
also differ from one coverage group to another. A coverage
role is the role assigned to a user when covering
a client or an opportunity.