Summary
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 accounts applied.
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