Overview of the Coverage page
The Coverage page enables you to add and configure client coverage groups, and assign roles to client, event, and opportunity coverage group types. You can also assign default coverage roles to users for client and opportunity coverage, and configure coverage inheritance.
Note: A business administrator can configure event
and opportunity coverage groups on the Customize
workspace in NexJ CRM.
The Coverage page has four main tabs:
- Coverage Groups
- The Coverage Groups tab enables you to
add, delete, and change the membership of client coverage groups.
This tab contains:
- The coverage group list on the left, which displays a list of all client coverage groups.
- The Detail area on the right, which displays the team's name, type, and the Coverage Group Members list.
- Coverage Roles
- The Coverage Roles tab enables you to
manage the roles available for client, event, and opportunity
coverage groups. This tab contains:
- The Client Coverage Roles list, which displays the roles available to users who cover clients.
- The Event Coverage Roles list, which displays the roles available to users who cover clients for events.
- The Opportunity Coverage Roles list, which displays the roles available to users who cover opportunities.
- Default Roles
- The Default Roles tab enables configuring default client coverage and opportunity coverage roles for users. You can also configure the default business lines and regions that users can belong to.
- Coverage Inheritance
- The Coverage inheritance tab enables you to define a coverage hierarchy for predefined contact types.