Excluding Products from Classic Cycle Plans
To ensure users focus on the most relevant products in a cycle plan, individual products can be prevented from displaying in any cycle plan view. This is useful in cases where a new product is being introduced and users are not yet trained on detailing the product, or when a product is being phased out and users should not spend time detailing it to HCPs.
Who can use this feature?
- End Users — Browser, iPad
- Using Excluding Products from Classic Cycle Plans
- Users do not require an additional license
Configuring Excluding Products from Classic Cycle Plans for
End Users
To configure this feature:
- Ensure Configuring Classic Cycle Plans is complete.
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Navigate to Admin > Configuration > Objects > product__v > Layouts.
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Place the no_cycle_plans__v field on the appropriate product__v layouts.
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Navigate to Business Admin > Objects > product__v.
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Select the no_cycle_plans__v check box on the appropriate product__v records.
Using Excluding Products from Classic Cycle Plans as
End Users
When a product is excluded from Classic Cycle Plans, it does not display from any cycle plan entry point, regardless of the user’s My Setup products or their completed calls and product details.
