View Who Covers an Account on Mobile

To view who at your company covers an account,

1. Tap on an account from any account list or from search results, you will be on the account details screen.

2. Navigate to the coverage cube using the swipe navigation or the … menu.

3. You can see all the employees at your firm that covers this account.

4. Tap on the employee to view additional details such as role, products covered, regions covered, and start date.

5. If the list of employees is long, you can tap on the search bar or tap on the sort to find someone quicker.