Adding and Deleting Members of the Coverage Team for a Company

Use the following procedure to add or delete members of the coverage team for a company.

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

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

  2. In the Companies list, select a company, and click the More Info view tab.

  3. In the Account Team field, select an employee in the Coverage Team dialog box, and click Add or Remove.