Coverage is a set of targets that defines an ideal frequency for a group of accounts to be called upon by the user. It allows you to easily identify accounts that should be called on and will assist in meeting coverage targets.
A coverage is set up by the Perenso Administrator, and they will determine the coverage frequency and account applied.
There are 4 coverage statuses:
· Due. The account needs to be called within the current coverage period.
· Planned. A call has been created for the account in the current coverage period (Incomplete Call).
· Covered. The account has been called on in the current coverage period and has met the target (Complete Call).
· Overdue. No call for the account was completed in the last coverage period so the priority has increased.