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Summary Leave Types in Perenso should mirror the leave types offered in your business. These leave types can be added in the Field Sales app Diary to make...

Like Call Types and Leave Types, you can have multiple Meeting Types which the app user can select and add to their diary. In this tab, you can create a...

Summary Meeting Types are a list of meetings your business uses which can be applied to the Field Sales app users' diaries. Steps Go to the ...

Summary On this tab, you have the option to change the Description of the work item as well as the ability to limit the work item to a product structure o...

Store Check - Product Column Configuration Summary On this tab, you can configure what the Field Sales app users can see when doing product checks. ...

Summary This work item gives the app user a  place to set call objectives and reminders on an account that appear each time they visit that account. ...

Summary There are 2 types of Head Office Requirements, a Compliance Check and Action. Compliance Checks are done when you want the Rep to check that...

Summary Work Items are made of To Do items. Within some To Do items, you need to add things for Reps to do. For example: Within a Product Check work...