Viewing the Aggregated Coverage Team for a Company

Use the following procedure to view the aggregated coverage team for a company.

To view the aggregated coverage team for a company

  1. Navigate to the Companies screen, then the Companies List view.

  2. Drill down on a company, and click the Coverage Team-Roll-up view tab.

    The associated hierarchy appears on screen. All coverage team members associated with the company and all of its subsidiaries appear in the Coverage Team-Roll-up list.

    In the Coverage Team-Roll-up list, you can:

    • Drill down on a last name to navigate to the Employees screen.

    • Drill down on an email address to open a blank email message addressed to the team member who has that address.