How to set up a med rep visit rule

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

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

3.Click the [Field sales rules] lookup.

4.On the lookup  content page, click the [New rule] button.

5.Populate the required fields:

a.Populate the rule name, for example, “Visit to a doctor rule — I quarter”.

b.In the [Start] and [Due] fields, specify the time limit of rule validity.

c.Specify visit duration (including travel time) in the corresponding field. The specified duration will be used by the system when creating visit activities.

d.In the [Number of visits] field, enter the approximate number of visits of this type that a med rep can perform during one day.

e.In the [Visit category] field, select the “Visit to the doctor” or “Visit to the pharmacy” value.

6.Save the changes.

7.Similarly, specify the other rules. Normally, different visit rules apply to different periods and locations.

As a result, these rules will be taken into account when building a schedule for the med reps.

If several rules can be applied to a visit, Creatio will let you choose which rule to use.

See also

•How to manage med rep visit actions

•How to add a presentation to a visit

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