Support

As a Perenso Administrator, you have the ability to setup and configure the Call Types that are available to the reps in the field. Using Work Items you ca...

Summary Call Types is a collection of work items which are grouped for a specific purpose. When a User creates a call against an account in Perenso, one ...

Summary We define a work item as a group of tasks or responsibilities to fulfil in a call, where applicable. All work items can be restricted to select...

Summary You can get to the Order work item page by going to Diary > Call Types > Work Items for Call > Order. Here, you can change who sees th...

Summary In this tab, you are able to configure the columns which the app users will see when in the order work item. Steps Column You are able...

General You can edit the Order Work Item Description to something that is simple and easy to understand for the app users as this is what the work item wi...

Summary You can get to the Store Check work item by going to: Diary > Call Types Work Item for Call Store Check On this page, you can co...

Summary A Product Check is a To Do item of a Store Check work item. This can be useful for reporting, allowing you detect any trends in the data. It ca...

Summary The Signup work item allows the app users to view content (i.e. contracts) of an agreement and signup, which results in the allocation of a group ...

This tab allows you to view all the leave types you have created. You can also edit and delete leave types from this tab. For further instructions, read...