Pharma Creatio manages med rep’s “to-do” list during the visits and records results of each activity. While in the field, med reps use mobile devices to perform visit actions (presentation, SKU monitoring, order placement, etc.) and report on their results.
Attention!
Only the users that are included to the “Sales representatives“ role can use the pharma features in the mobile app.
Note
We recommend that med reps use tablets for best experience when working in the field. Visit pages are most informative when viewed in the horizontal layout.
Medical rep action results are recorded in Creatio on the [Actions - Visit] detail of the visit activity page.
Note
Use the [Field sales rules] lookup to customize the list of visit actions.
Performing visit actions offline
All actions during a visit can be performed in both online and offline modes of the mobile app. The offline mode, does not require constant Internet connection. It is required to periodically synchronize the mobile application with the main application to save the changes made in the mobile device with the Creatio database.
Note
You can select the preferable mode in the “Mobile application operation mode” system setting.
To synchronize the mobile app with the primary Creatio application:
1.Make sure that the mobile device has established Internet connection.
2.Open the [Settings] section of the mobile application.
3.Click the [Synchronization] button.
As a result, the updated data from the primary application will be displayed in the mobile app and the primary application will display the records that were created using the mobile app.
Note
Online mode does not require regular manual synchronization.
Contents
•How to work with the list of med rep visits
See also
