How to Create Client Coverage Groups

How to Create Client Coverage Groups

Your Client Coverage Group(s) will determine who has access to view the clients, prospects, and other Contact Groups that are assigned to that Coverage Group(s).

To Create Your Client Coverage Group(s):

  1. Click on the Customize menu in G5.
  2. Select the Client Coverage Groups tab.
  3. Click the + symbol to create your first Client Coverage Group.
  4. Set up the basic information for your team that will be the Client Coverage Group.
  5. Choose who will be in your Coverage Group.
  6. Choose a role in the coverage group for each user you add.
  7. Click OK at the bottom.
  8. Repeat the above steps if you have more than one Client Coverage Group.

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