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Viewing Company Coverage Team Activities

A coverage team is the group of employees that are assigned to manage the relationship with a given company. The coverage team for a company is defined as all users who have access to the company in the My Companies view. For more information on adding coverage team members see Managing Company Coverage Teams (End User).

To view coverage team activities involving a company

  1. Navigate to the Activities screen > Activity List view.
  2. In the Show drop-down list, select All Activities for My Companies.

    The All My Companies' Activities list appears, displaying all activities for the companies for which you are on the coverage team. This list displays all activities for these companies, including your activities and other users' activities.

NOTE:  You can view the user associated with each activity in the Users field. However, this field does not display by default. Use the Columns Displayed dialog box to reveal the Users field.

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