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Siebel eFinance Guide > Companies > End-User Procedures >
Managing a Company Coverage Team
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.
NOTE: Similar coverage team functionality is also available for contacts. You can use the Contact Coverage Team view (Contacts > Coverage Team) to manage the contact coverage team.
End users can use the company coverage team functionality available in Siebel eFinance to:
- Record and display employees covering a company within a single company record
- Specify and review the nature of the employee's relationship with each covered company, defined as the Coverage Role and Attributes list
To add a member to a coverage team
- Navigate to the Companies screen.
- From the Show drop-down list, select My Companies.
- In the Companies list, select a company.
- Click the Coverage Team view tab.
- In the Coverage Team list, add a record.
- In the Add Employees dialog box, select an employee and click OK.
- If known, select the employee's coverage role using the drop-down list in the Coverage Role field.
NOTE: The Siebel administrator maintains the Coverage Role LOV in the List of Values screen under the Type field value type FINS_COVERAGE_ROLE_TYPE. To access the List of Values screen select View > Site Map > Application Administration > List of Values.
- If desired, use the Categories and Securities list to select values defining the coverage relationship between the employee and the company; you can select one or more attributes.
The application adds the employee to the coverage team with a defined relationship. The company will appear in the employee's My Companies view.
End users can create coverage team activities. For more information, see Viewing Company Coverage Team Activities.
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Siebel eFinance Guide Published: 20 October 2003 |