Add a User or Coverage Group to an Existing Opportunity

Add a User or Coverage Group to an Existing Opportunity

Go to the Opportunity Workspace. Click on the description of the opportunity to open it.

Graphical user interface, text, application, emailDescription automatically generated

Graphical user interface, applicationDescription automatically generated

Click the Add button in the Team card on the Detail tab and select User or Coverage Group.

Graphical user interface, text, applicationDescription automatically generated

If you selected User, assign a User, and select a Coverage Role for them.  Click OK when finished. Repeat for each User you want to add.

Graphical user interface, text, applicationDescription automatically generated

If you selected Coverage Group, select the Coverage Group you want assigned to the opportunity and click OK.

Graphical user interface, text, applicationDescription automatically generated


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