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Campaign & Tour Planning
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How do I enter CP?
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Go to Work flow Plan >> Select CP Master
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Provide CP Name in Campaign Planner Name
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Mention work place in Work Area
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Select valid date from Date Picker
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Provide place
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Select the name of the Rep from the user tree
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If you have the sub region, select sub region, otherwise
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Check the No Sub option
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Click Search Doctors
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Check the doctors you want to allocate to this CP Number
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Click save to save the CP
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DCR Entry and Approval
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How to I approve a DCR?
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Go to Approval >> DCR Approval
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Select month for which DCR is to be Approved
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Select Status as Applied and Mode as ALL/ Field/ Attendance/ Leave
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Select the Rep name from user tree
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All the DCRs in Applied Status will be shown
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Check the DCRs to be approved
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Click Approve button if Bulk Approval Privilege is set
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If not, click on View Report option below the check box
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Click the link to open a New Window
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At the end, there will be a button called Approve DCR
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How do I unapprove a DCR?
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Go to Approval >> DCR Approval
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Select the month for which DCR is to be approved
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Select Status as Applied and Mode as ALL/ Field/ Attendance/ Leave
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Select the Rep name from user tree
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All the DCRs in Applied Status will be shown
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Check the DCRs to be approved and give reason for Disapproval
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Click the Unapprove button below if Bulk Approval Privilege is Set
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If not, click on View Report option below the check box
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Click to open a new window
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At the end, there will be a button called Unapprove DCR
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Give the reason in the textbox and click on the button
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How do I approve leave?
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Go to Approvals >> Leave Approval
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Select the month for which leave is applied
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Select the status as Applied
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Select Rep name from user tree
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Grid appears with details shown
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Select the leave to be approved/unapproved by checking the check box
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If disapproving, mention the reason
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Click Approve button for approval, Unapprove for disapproval
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How do I approve Doctors?
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Go to Approvals >> Select Doctor Approval
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Select mode as Applied
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Select Rep name from user tree
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Names of doctors appear in the grid on the right side
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Click the check box for which doctor is to be approved/ unapproved
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Click Approve button given below or click Approve link in the row
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To unapprove, click the Unapprove button or link in the row
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How do I enter a DCR?
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Go to Activity Menu >> Select DCR Entry New
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Calendar Appears >> Select Field Option and select the date for which DCR is to be entered
NOTE: You can apply for a DCR only if it is entered for a previous day
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DCR header is shown
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If CP is mandatory, then enter CP or else move on
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Enter Work Place
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Select From and To place
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If From and To is selected, then distance is automatically calculated or else enter the distance
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If Accompanist is needed, select Accompanist
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Select number of doctors, stockiest and expense needed from combo below
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Click NEXT
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Now DCR Doctor Product Screen will be shown
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Enter the Doctor Name
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Select the time you met the doctor
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Give the chemist name for the entered doctor
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Give products given for the entered doctors, quantity and if detailed, check the checkbox otherwise uncheck
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If more products are to be added click add new product option
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The same can be done for chemist. Chemist will have POB option
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If needed, remarks can also be added for each doctor
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Click Next
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Now DCR Stockiest and Expense Screen opens
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Enter the stockiest name, time, POB amount, Collection Amount and remarks
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Enter the expenses for the day
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To Draft the DCR, click Save and Draft
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To submit the DCR Click Submit
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Report will be displayed showing the complete summary of entry made
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How do I open a drafted DCR?
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In Activity Menu >> Select DCR Entry New
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In DCR calendar, select the date
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Drafted DCR will be colored in PINK
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Click the Numeric Value
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How do I edit an unapproved DCR?
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In Activity Menu >> Select DCR Entry New
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In DCR calendar, select the date
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Unapproved DCR will be colored in RED
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Click on Numeric Value and not on the link below
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How do I apply for attendance?
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Go to Activity Menu >> Select DCR Entry New
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Calendar Appears >> Select Attendance Option and select the date for which Attendance is to be Entered
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Select the time and select the call objective
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If remarks are needed, type them in
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If required, give the expenses and click the check box in first column
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Click Save
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Sample Management
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How do I put an inward entry?
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Go to Activity Menu >> Select Inward Master
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Select the Rep name from the user tree
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Select the date from the calendar placed at the top of the grid
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Give quantity for the products
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Click Save
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Leave Management
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How do I apply for leave?
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Go to Activity Menu >> Select DCR Entry New
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Calendar Appears > Select Leave Option and select the date for which leave is to be applied NOTE : Leave can be applied for a future date as well
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Select the Leave type and date till which leave is to be applied
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Type remarks if needed
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Click Save
- If Leave Validation is ON, leave balance should be greater than zero
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Messaging
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How do I compose a Message?
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Go to Setup >> Messaging
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To compose a message, Select Compose option placed on the top left side
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In To address, there are 4 options:
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Click ALL to send message to all users
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Show Users - If you select this option, user tree is shown.
Select the users by checking check box corresponding to user name
Then click Make To or Make CC options
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Show Regions - To send messages to specific region users, repeat the above
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My Team - To send message to all members of your team
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Mention the Subject
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If attachment is required, attach the file
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Enter the text message in body
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Click send to send mail
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To save draft, click on draft