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The company information will be pre-filled if entered during the Sign up process. Company Information If company information was not entered, enter your ...

Summary In Perenso, Accounts are the entities that Users create Calls on to take orders or capture data. During the following steps, you can configure the...

User Types Before creating any Users in the system, you need to first create the different types of User roles. From there you can then assign Users into t...

Output Formats. Perenso Field Sales can support a number of export file types. In the case that there is one that you need but is not listed, please send...

Distributors. Distributors, or wholesalers, are the entities who er direct the orders to. It is important they are set up correctly because they tie direct...

Product Fields. A field is a place to keep data relating to your products. For example, Product Description or Product ID are fields. Additional Fields ar...

Price Lists. By this step your products and distributors should both exist in the system. Before any products can become available to order they must be li...

Add Call Types. Call are what we display in the User diary and are simply a combination of work items of your choosing that you want your Users to complete...

Here you can begin adding simple deals to get you comfortable with the process. Once you become familiar with how it all works, you will then be able to tr...

These are the recommended specifications for the best viewing experience on the Web Administrator site Windows 10 Home or Pro / Macintosh OS 10.12 or hig...