Summary
The Signup work item allows the app users to view content (i.e. contracts) of an agreement and signup, which results in the allocation of a group to that account.
This is useful when you have contracts you want agreed upon and signed up through the Perenso Field Sales app.
Signup work item tabs
Content to Display
Here, you can add content to the signup by clicking on the Add Content button.
You have the ability to link content from the list of content you have already added.
If you wish to add new content to link, you can add content on the Content page.
Signup Actions
On this tab, you can allocate which group agreeing to the signup will assign them to.
Options
Perenso offers you the choice of capturing a signature with the signup.
Accounts
Similar to other work items, you can limit the signup work item so only a selected number of accounts can see it.
For a guide in restricting the work item, click here.