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Verifying Coverage Team Members

If you are logged on as a Siebel administrator, you can search for companies that do not have any coverage team members.

Managers can add or delete the members of a company's coverage team if they are the existing primary team member, or the primary team member is one of their direct reports. If you are logged in as an administrator, you can change the primary team designate for any company in the Company Administration view. (Navigate to the Companies > Companies Administration view.)

NOTE:  In Siebel Financial Services, the terms sales team and account team are equivalent to coverage team.

The procedures that follow involve making selections in the Account Team field. If the Account Team field does not appear in your installation, you may need to reveal it using the Columns Displayed dialog box.

NOTE:  Usually, Assignment Manager resolves problems with coverage teams and owner assignment automatically. For more information on Assignment Manager, see Siebel Assignment Manager Administration Guide.

To search for a company without any coverage team members

1. Navigate to Companies > Companies Administration view.
2. In the Companies list, define a New Query where the Name field is:

   count("Position") = 0

3. Execute the query.

   The query returns a list of all companies which do not have any coverage team members.

To add or delete members of the coverage team for a company

1. Navigate to Companies > Companies Administration view.
2. In the Companies list, select a company.
3. Click the select button in the Account Team field.
4. To add or delete coverage team members:
   • To add a member to the coverage team, select an employee in the Coverage Team dialog box, and click Add.
   • To delete an employee from the team, select the employee in the list and click Remove.

To change the primary coverage team member for a company

1. Navigate to Companies > Companies Administration view.
2. In the Companies list, select a company.
3. Click the select button in the Account Team field.
4. Select the Primary field for the new primary coverage team member and click OK.