How to schedule med rep visits
Before scheduling visits, make sure that the rule that applies to the visit corresponds to the needed time period and visit category.
Note
Setting up visit rules is performed in the [Field sales rules] lookup.
To plan a visit:
1.In the [Activities] section, select the [Visit scheduling] view (Fig. 1).
Fig. 1 Selecting the [Visit scheduling] view
2.Use the filters in the calendar area to select the time period and a med rep employee.
3.If you plan a physician visit, select that physician’s contact and drag it to the calendar area (Fig. 2).
Fig. 2 Adding a visit to the calendar
If more than one rule is set up for the period, a rule selection window will open (Fig. 3).
Note
Visit rules are set up in the [Field sales rules] lookup.
As a result, the calendar will contain a new activity with the “Visit“ type. The contact that you dragged on the schedule area will be specified in the corresponding visit. The list of actions set up in the [Field sales rules] lookup will be added to the visit. The duration of the visit will correspond to the value from the corresponding visit rule. If necessary, you can change the visit duration manually.
4.Pharmacy visits are scheduled in a similar way, by dragging an account to the schedule.
Note
After adding all visit activities of a med rep on the calendar, use the map to view the changes in med rep’s route for each day. Canceled visits are not taken into account when building a route.
See also
