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 schedule med rep visits

Schedule visits of your pharmaceutical reps to physicians and pharmacies and build routes on the map using the [Visit scheduling] view of the [Activities] section.

The [Visit scheduling] view has the following functional areas:

1.Contacts list The area displays the list of doctors with scheduled visits. To display a list of contacts with a certain system user as owner, specify the owner’s full name in the schedule quick filter. The records in the list of contacts can be filtered via the [Apply filter] command of the btn_com_roles_actions_menu.png menu.

2.Accounts list. The list displays pharmacies and hospitals where you can schedule visits. To display a list of accounts with a certain system user as owner, specify the owner’s full name in the schedule quick filter. You can filter the records in the accounts list by selecting the [Apply filter] option from the btn_com_roles_actions_menu00004.png button menu.

3.Med rep's calendar. The calendar in the [Visit scheduling] view is similar to the standard user calendar. The titles of days in the calendar contain additional buttons that allow the user to build the pharmaceutical rep's daily route.

4.Route map. The map that displays the pharmaceutical rep's daily route.

Contents

How to schedule med rep visits

How to build a route for a med rep

See also

How to set up rules of a med rep visit

How to conduct visits

Check-in performance monitoring

Categorization of physicians

Cyclic tasks

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