Account Management

A rep is taking 3 months leave. How can I give other reps access to the accounts in this territory while the rep is away?
Summary Moving or sharing accounts between Users, either permanently or temporarily, is easily done within Perenso Administrator. Accounts are typical...
Tue, Feb 23, 2021 at 8:45 PM
How can I change Accounts within a Rep's Territory?
Summary Moving accounts between territories is easily done within Perenso Administrator. Accounts are typically put into a 'Territory' whi...
Tue, Feb 23, 2021 at 8:46 PM