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
On the Windows (Beta) platform, this feature is released without validation for sampling. The feature requires enablement and does not affect other Vault CRM functionality. It was 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?
- End Users — Browser, iPad, iPhone, Windows (Beta)
- Selecting Sample Recipients on Standard Group Calls
- Users do not require an additional license
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. 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.
On unique activity 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 activity group calls, see Capturing Unique Information on Group Call Attendees
To designate an attendee as the sample recipient on the Browser platform, select the appropriate attendee from the Sample Recipient picklist in the Attendees section of the call report.
To designate an attendee as the sample recipient on the iPad, iPhone, and Windows (Beta) platforms, 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.
