Submitting a Call with Samples

Users submit calls after completing all relevant information on the call report. To help maintain data integrity and ensure compliance, automatic changes occur on the call report when users submit call reports with samples, BRCs, or promotional/custom items:

  • Validation criteria ensure the disbursed products, license information, and signature status on the call report comply with organization and regulatory requirements
  • Sample transaction records are generated for sample products, and sample order transaction records are generated for BRCs
  • All call report fields become read-only and certain values are stamped on the call record

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users do not require an additional license
  • End Users

Configuring Submitting a Call With Samples for

Using Submitting a Call With Samples as