Questions, answered

Click Get started, then use Proto to configure CRM for Pharma Reps for your business. Start with one healthcare account, a named opportunity owner and one visit review case.

Use the account for the healthcare organization or practice you work with. Keep its name, code, address, status and organization current, then attach contacts and opportunities to it.

A contact can hold a person’s name, title, role and contact details. A sample visit also records the practitioner involved in that field interaction.

The qualification action logs an activity, moves the opportunity to Qualified and writes an operation receipt linked to the opportunity.

Record calls, meetings, emails and tasks as relationship activities under an opportunity. Use a due date and owner for the work that needs attention.

Enter them on the sample visit together with the practitioner, visit date and purpose. Keep the visit linked to its opportunity.

A named reviewer examines the visit and supporting material, then records an Approve, Reject or Return decision with a date and reason. The reviewer updates the visit status separately for an approval or rejection.

Yes. An attachment can point to a visit or opportunity and hold a title, kind, reference URL, date and notes.

Use the opportunity stage, owner, expected value, expected close date and next step. Operations Overview also shows pipeline by lifecycle stage and overdue follow-up work.

Run an account through opportunity qualification and a sample visit through submission and review. Confirm that each activity, receipt, decision and attachment points to the right parent record.