The system takes location and calendars of physicians and medical reps into account while creating automatic cyclic tasks.
To add a cyclic task:
1.Go to the [Cyclic tasks] section.
2.Click the [New task] button.
3.On the displayed page, fill in the required fields: Specify the name of the cyclic task, the start and the end dates, and the owner. The owner must be a contact for which the system user is created.
4.On the [General information] tab:
a.Use the [Visit categories] detail to add a new visit category. Specify the name of the category in the [Name] field.
b.In the [Quantity] field, specify the total number of visits you want to schedule for the selected time frame. The [Days between visits] and the [Visits frequency per month] field values are populated automatically.
Note
If you change the values in either one of the [Quantity], [Days between visits] and the [Visits frequency per month] fields, the values in the other two columns will be automatically recalculated based on the total task execution period.
c.Select the lookup value in the [Visit rule] field to specify the rule according to which the visit will be performed. The field is populated from the [Field sales rules] lookup.
d.Select the contacts and accounts in the [Doctors] and [Pharmacies] details.
5.In the [Products] tab, specify a list of products, which the medical rep will promote for physicians and pharmacies.
Note
During automatic visit planning, the products specified on the [Promoted products] detail will be promoted instead of those specified on the [Products] tab of a contact (doctor), or an account (pharmacy) page.
6.Save the cyclic task (Fig. 1).
Fig. 1 Filling out a cyclic task page
Note
We recommend planning your visits quarterly to analyze product promotion results correctly.
See also
•How to schedule med rep visits automatically
