How to Create Opportunity Coverage Groups
As you find, log, and track opportunities, you may have specific members of your team responsible for assisting with that process. You will create Opportunity Coverage Group(s) to allow you to automate the assigning of tasks and activities to that team responsible for developing those opportunities.
To Create Your Opportunity Coverage Group(s):
- Click on the Customize menu in G5
- Select the Opportunity Management tab.
- Choose the Coverage Groups sub-tab.
- Click the + symbol to create your first Coverage Group.
- Set up the basic information for your team that will be the Coverage Group.
- Choose who will be in your Coverage Group.
- Then add a role in the group to each user you add.
- Click OK at the bottom.
- Repeat the above steps if you have more than one Opportunity Coverage Group.
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