In a Call

Call Overview
A call is like a job card in the way that it is a list of necessary tasks to complete. Tasks are grouped into categories referred to as Work Items. Hav...
Thu, Feb 18, 2021 at 7:20 PM
Call Anatomy
Header The account name and call date is displayed in the header at the top of the page. You will also find a number of other controls here including o...
Thu, Feb 18, 2021 at 7:22 PM
Work Items
Perenso defines a work item as a group of tasks or responsibilities to fulfill in a call, where applicable. The work item types available in Perenso ar...
Thu, Feb 18, 2021 at 7:24 PM