Selecting Sample Recipients on Standard Group Calls
Selecting a sample recipient enables users to record important information about disbursements when there are several HCPs on a call, without needing to create additional call reports. On standard group calls, users must select a single recipient for samples, alternative samples, BRCs, and high value promotional items.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone, Windows Users (Browser coming soon)
- Users do not require an additional license
- End Users
Configuring Sample Recipients on Standard Group Calls for
End Users
To configure this feature, ensure the following configuration is complete:
Selecting Sample Recipients on Standard Group Calls as
End Users
On standard group calls, samples, alternative samples, BRCs, and high value promotional items must be applied to a single attendee. All samples, alternative samples, BRCs, and high value promotional items recorded on the call report are associated with the selected attendee.
On unique activities group calls, users record disbursements on attendee child call reports. This allows users to disburse samples to multiple HCPs on the same call report, and supports sampling for attendees with different sample statuses. For more information on unique activities group calls, see Capturing Unique Information on Group Call Attendees
To designate an attendee as the sample recipient, select the sample icon next to the account name in the Attendees section of the call report. The icon only displays for accounts which are eligible for sampling.
Swapping the Sample Recipient
To change the sample recipient for samples, BRCs, and alternative samples, users can swap the signee on the signature page or create a new call against the desired account.
