Support

Home Summary The Home page is comprised of the Completed Calls and Orders graph and Alerts. Completed Calls and Orders This graph shows the Nu...

Summary There are 3 types of diary entries you can create. Call The majority of your diary entries will be in the form of a Call - since you will b...

Click on a time in the Diary in Calendar view or Add New Entry from List view. Ensure the Diary Entry Type is set to Call. Call Type Select the d...

Click on anywhere on the Diary in Calendar view or select Add New Entry in List view to load the New Entry popup. Select the Meeting Diary Entry Typ...

Click on the Diary in Calendar view or Add New Entry from List view. Update the Diary Entry Type to Leave. Leave Type Choose from the available L...

Summary The default Entry Type for new diary entries is based on the order of the list set in the Perenso Administrator site. However, you can change the ...

Click on the Create Call icon for the Account you wish to create a Call for. Created For All users the logged-in user has visibility to will be includ...