Creating a Medical Inquiry

Medical Inquiries can be used to track inquiries submitted by users on behalf of HCPs. Inquiries can be captured against person accounts on the Account page and from an Account Related List, when recording a Call, from CLM and from Engage. Inquiries cannot be created against a business account.

Users can create a Medical Inquiry from several different access points in CRM: 

  • Account Related List
  • Account View
  • Call Report (Browser, iPad only)
  • CLM Presentation (Browser, iPad, iPhone only)

Who can use this feature?

  • Browser, CRM Desktop (Windows), iPad, iPhone Users
  • Users do not require an additional license
  • End Users

Creating Medical Inquiries from Account Views as

Creating a Medical Inquiry from a Call Report as

Creating a Medical Inquiry from CLM as