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Siebel eFinance Guide > Investors > End-User Procedures >

Managing a Coverage Team

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End users can use the Contacts and Coverage view tab to display, review, and maintain coverage teams.

To add a team member

1. Navigate to the Investors screen.
2. From the Show drop-down list, select My Investors.
3. In the Investors list, select an investor for which to display the coverage team.
4. Click the Contacts And Coverage view tab.
5. In the Coverage Team list, add a record.
6. In the Add Employees dialog box, select an employee to add, and click OK.
7. In the Coverage Team list, in the Coverage Role field, select a role.

To track coverage roles

1. Navigate to the Investors screen.
2. From the Show drop-down list, select My Investors.
3. In the Investors list, select an investor for which to display the coverage team.
4. Click the Contacts And Coverage view tab.
5. In the Coverage Team list, scroll to the right and select a role in the Coverage Role field.

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