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.

How to connect a manually created visit to a cyclic task

To automatically connect a manually created visit to a cyclic task, the following parameters must coincide:

  • time frame

  • promoted product

  • physician and/or pharmacy

If the above parameters are the same in the [Cyclic task] field of the [Connected to] detail of the [Basic Information] tab of the manually scheduled visit, the name of the associated cyclic task is displayed.

See also

How to create a cyclic task

How to schedule med rep visits automatically

How to configure a personal calendar for a contact

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