How to add a presentation to a visit

Set up the [Presentation] action to enable the pharmaceutical reps show presentation from a mobile device during visits.

In the system, create a knowledge base article and add a PowerPoint presentation (*.pptx) or PDF file on its [Attachments] detail. Then, connect the article to the action. As a result, during a visit the presentation will open automatically on the mobile device.

Note

You can add not only PowerPoint presentations or PDF files but also any other document to the knowledge base article. When performing the “Presentation“ action, this document will be opened using the standard applications of the mobile device.

To add a presentation to a med rep visit action:

1.Open the system designer by clicking in the top right corner of the application window.

2.Click the [Lookups] link in the [System setup] block.

3.Open the [Field sales rules] lookup.

4.Select the required rule, for example, “Visit to the doctor” and expand by clicking the  button.

5.Open the [Actions during visit] detail.

6.Select the “Presentation” record and click .

7.On the displayed page, expand the [Presentation] detail and click .

8.In the displayed string, click in the field.

9.In the displayed lookup, select a knowledge base article with an attached presentation.

10.If necessary, add another knowledge base articles.

As a result, the med rep’s mobile device will display the presentation and the med rep will have access to other added knowledge base articles on the [Attachments] detail.

See also

•How to complete the “Presentation” action

•How to set up a med rep visit rule

•How to manage med rep visit actions

•How to set up a list of promoted products for med rep visits