Admin
Maintains organization, team and access setup for the CRM.
Can
- Manage Organizations, team members, Users
- View Accounts, Opportunities, sample visits, review decisions
- Pharma Reps CRM
- Roles and access
Who can do what in Pharma Reps CRM
Assign account, field, review and read access to the people doing the work.
Who can do what
| Role | Accounts | Contacts | Opportunities | Products | Sample Visits | Review & Evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | Edit | Edit | View |
| Pharma Representative | Edit | Edit | Edit | Edit | Edit | Edit |
| Sales Manager | Edit | View | Edit | View | Edit | View |
| Sample Reviewer | View | — | View | — | View | Edit |
| Product Coordinator | View | — | Edit | Edit | View | — |
| Audit Reader | View | — | View | — | View | View |
Each role in detail
Pharma Representative
Owns account outreach, opportunities, activities and sample visit entries.
Can
- Manage Accounts, Contacts, Opportunities, opportunity lines, relationship activities, sample visits, record attachments
- View Products, review decisions, operation receipts
Starts on: My Open Opportunities
Sales Manager
Reviews account coverage, deal progress and field follow-up.
Can
- Manage Accounts, Opportunities, team members
- View Contacts, opportunity lines, relationship activities, sample visits, review decisions, operation receipts
Starts on: Submitted Sample Visits
Sample Reviewer
Records decisions on submitted sample visits.
Can
- Manage review decisions
- View sample visits, Accounts, Opportunities, record attachments, team members
Starts on: Submitted Sample Visits
Product Coordinator
Maintains the product list used on opportunity lines.
Can
- Manage Products, opportunity lines
- View Opportunities, Accounts, sample visits
Starts on: Product Catalog
Audit Reader
Reads visit decisions and supporting evidence.
Can
- View sample visits, review decisions, record attachments, operation receipts, Opportunities, Accounts
Starts on: Qualification Receipts
Set up Pharma Reps CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.