Edit or delete coverage assignments

Edit coverage assignments that require minor updates or delete coverage assignments that are no longer needed.

Edit a coverage assignment

Edit the details of a coverage assignment, refer to the appropriate processes to change an employee role or confirm a new hire.

Note
If you are working in an plan that exports and the assignment's Start Date is today or earlier, you should assume the assignment has already been exported to the CRM. Modifying an active coverage assignments that has already been exported to the Account Team object in the CRM may cause inconsistencies.
For exported assignments: Only edit the End Date. Never edit the assignment to change the person. Instead, end the current coverage and create a new assignment for a new person.
For non-exported assignments: Assignments that have not been exported can be updated as needed including changing the assignee.

Go to the appropriate module (Territories, Teams, or Products) > Manage Coverage.
Find the assignment you want to edit.
Click the menu ⋮ and select Edit.
Update the fields as needed.
Click Next.
Review the Ramp Assumptions.
Click Save.

Delete a coverage assignment

Delete a coverage assignment that has not been exported and is no longer needed.

Note
If a coverage assignment has exported, the option to delete the assignment is not available to prevent orphaned account teams in the CRM.

Go to the appropriate module (Territories, Teams, or Products) > Manage Coverage.
Find the assignment you want to delete.
Click the menu ⋮ and select Delete.
In the confirmation window, type DELETE.
Click Confirm.