Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

Cyclic tasks

Use the [Cyclic tasks] section in bpm’online sales to automatically plan medical rep visits to pharmacies and physicians. One cyclic task may include multiple visits planned for a certain period of time.

Views

The following views are available:

  • btn_com_list_view.png – a list of cyclic tasks. Displays all cyclic tasks as a list of records.

  • btn_com_analytics.png – cyclic task dashboards. Enables you to analyze the effectiveness of cyclic tasks (the “Planned visits”, “Completed visits” and “Remaining visits” metrics) and plan the amount of visits ahead of time (the “Available visits” metric).

Contents

How to create a cyclic task

How to schedule med rep visits automatically

How to connect a manually created visit to a cyclic task

How to configure a personal calendar for a contact

See also

How to schedule med rep visits

How to set up rules of a med rep visit

How to schedule med rep visits

How to build a route for a med rep

Categorization of physicians

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