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 
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 
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
