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bpm'online sales enterprise
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Cyclic tasks

Use the [Cyclic tasks] section in bpm’online sales to automatically plan medical rep visits to pharmacies and physicians. One cyclic task may include multiple visits planned for a certain period of time.

Views

The following views are available in the [Cyclic tasks] section:

  • btn_com_list_view.png – a list of cyclic tasks. Displays all cyclic tasks as a list of records.

  • btn_com_analytics.png – cyclic task dashboards. Enables you to effectively analyze the effectiveness of cyclic tasks (the “Planned visits”, “Completed visits” and “Remaining visits” metrics) and plan the amount of visits ahead of time (the “Available visits” metric).

Contents

How to create a cyclic task

How to schedule visits automatically

How to connect a manually created visit to a cyclic task

How to configure a personal calendar for a contact

See also

How to plan visits

How to set up rules of a visit

How to schedule visits

How to build a route for a pharmaceutical rep

Categorization of physicians

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