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 add a presentation to a visit

Set up the [Presentation] action to enable the pharmaceutical reps show presentation from a mobile device during visits.

In the system, create a knowledge base article and add a PowerPoint presentation (*.pptx) or PDF file on its [Attachments] detail. Then, connect the article to the action. As a result, during a visit the presentation will open automatically on the mobile device.

Note

You can add not only PowerPoint presentations or PDF files but also any other document to the knowledge base article. When performing the “Presentation“ action, this document will be opened using the standard applications of the mobile device.

To add a presentation to a med rep visit action:

1.Open the system designer by clicking btn_system_designer00001.png in the top right corner of the application window.

2.Click the [Lookups] link in the [System setup] block.

3.Open the [Field sales rules] lookup.

4.Select the required rule, for example, “Visit to the doctor” and expand by clicking the btn_edit00002.png button.

5.Open the [Actions during visit] detail.

6.Select the “Presentation” record and click btn_edit00003.png.

7.On the displayed page, expand the [Presentation] detail and click btn_chapter_mobile_wizard_new_role.png.

8.In the displayed string, click btn_com_lookup.png in the field.

9.In the displayed lookup, select a knowledge base article with an attached presentation.

10.If necessary, add another knowledge base articles.

As a result, the med rep’s mobile device will display the presentation and the med rep will have access to other added knowledge base articles on the [Attachments] detail.

See also

How to complete the “Presentation” action

How to set up a med rep visit rule

How to manage med rep visit actions

How to set up a list of promoted products for med rep visits

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