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    pradeep.mvarghese
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    This document describes a joint call feature that allows users to create a visit plan and select whether the visit will be a joint call with another person. If a joint call is selected, the user can then choose which partner the call will be with from a list of options. Once complete, the visit plan is automatically created and shared with all selected joint partners.

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    This document describes a joint call feature that allows users to create a visit plan and select whether the visit will be a joint call with another person. If a joint call is selected, the user can then choose which partner the call will be with from a list of options. Once complete, the visit plan is automatically created and shared with all selected joint partners.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    1 views2 pages

    Presentation 2

    Uploaded by

    pradeep.mvarghese
    This document describes a joint call feature that allows users to create a visit plan and select whether the visit will be a joint call with another person. If a joint call is selected, the user can then choose which partner the call will be with from a list of options. Once complete, the visit plan is automatically created and shared with all selected joint partners.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 2

    Joint Call Feature

    Step 1 Step 2 Step 3 Step 4 Step 5


    Joint Call Feature

    Process
    • Click on Doc Name
    • Create Visit plan
    • Select No. of Visit (1/2/3)
    • Select Joint Call (Yes/No)
    • If “Yes” Select Joint Call With (Your
    BDM/CSM/CH/RH/Sales Head Names)
    • Click on Done
    • Click on Save
    Visit Plan created automatically to All
    Selected Joint Partners.

    Step 6 Step 7 Step 8

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