How to Set-up Opportunity Coverage Groups
An Opportunity Coverage Group is a team of users that can all be assigned to an opportunity together at the same time with only a few clicks.
Go to the Customize Workspace→Opportunity Management tab→Coverage Groups tab.
Whether editing an existing Opportunity Coverage Group, or creating a new one, this is the process:
Use the Edit button to modify an existing Opportunity Coverage Group.
Use the Add button to create a new Opportunity Coverage Group.
Add a name, and optionally a description, in the Detail tab.
Click on the Coverage Group Members tab and add users to the Coverage Group using the Select button. Add as many users to the group as desired.
Give each user a role in the Coverage Group by using the 3-dot button and selecting Edit. Repeat this until all users have been assigned roles.
Remove users from the Coverage Group by using the 3-dot button and selecting Delete.
Click OK when finished.
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