Viewing the Aggregated Coverage Team For an Account Hierarchy

The following procedure shows you how to view the aggregated coverage team for an account hierarchy.

To view the aggregated coverage team for an account hierarchy

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

2. Drill down on an account.

3. Click the Coverage Team-Roll-up tab.

   The associated account hierarchy appears on screen. All coverage team members associated with the account 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.