These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Pharma Reps CRM
- Connections
Connections
Plan the outside sources needed for product details and supporting records.
- Pharma Reps CRM
- Product source
- Evidence store
- Identity source
Systems to connect
- Product source. Decide how the product team maintains item names, SK us, categories and list prices used in the CRM.
- Evidence store. Choose where referenced photos and documents live, then enter their accessible links and notes with the visit or opportunity attachment.
- Identity source. Align team member and user records with the people allowed to work on accounts, visits and decisions.
How connections are governed
Assign an owner for each source. Check organization, item code and person identity before importing or linking a record. Rehearse one opportunity with a product line and one visit with an evidence link, then confirm that the people who need the records can open them. Keep the reviewer decision in the CRM with the visit it concerns.
Set up Pharma Reps CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.