Support for coverage has been added to Perenso Web Manager.
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.
If an account has been set up with a coverage, it can be seen in:
- Accounts list
- Call Details
- Account Details
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.