Using the Medical Territory Template

Content Creators

To configure this feature, ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

End Users

To configure this feature:

Ensure Configuring X-Pages is complete.
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
call2__v	R	n/a	account__v clm__v call_channel__v call_date__v call_datetime__v status__v	Read
medical_discussion__v	R	n/a	call_date__v account__v product__v discussion__v interaction__v	Read
sent_email__v	R	n/a	account__v email_sent_date__v click_count__v open_count__v	Read
html_report__v	R	territory_insights__v territory_insights_default__v You only need to grant access to the record type for the page you want to deploy.	n/a	n/a
account__v	R	n/a	id__v kol_cda__v	Read
call2_key_message__v	R	n/a	call2__v call_date__v clm_presentation__v	Read
medical_inquiry__v	R	n/a	account__v status__v product__v inquiry_text__v	Read
medical_insight__v	R	n/a	date__v account__v summary__v status__v	Read
clm_presentation__v	R	n/a	n/a	n/a

Content Creators

To use the Medical Territory template:

Log into X-Pages Studio.
Select the Studio Templates tab.
Select the Medical Territory template.
Select Use Template.
Customize the new page as needed. This step is optional.
Deploy the new page using X-Pages Studio.

End Users

Before any customization, users can view information in the following sections:

Time Period Specification - When the activity starts (within the last 90 days)
KOL/All HCP Dropdown - Select between KOLs and All HCPs, depending on the data you want to see
My Activity Overview:
My KOL/HCP Reach:
Percentage - Percentage of the KOL or HCP Account records seen over the count of all KOL or HCP Accounts
Fraction - Count of KOL or HCP Account records seen over the count of all KOL or HCP Accounts
My Interactions - Count of submitted Call records created
My Medical Discussions - Count of Medical Discussions created
My Sent Emails - Count of Sent Email created
Total # of Opens - Sum of Opens from Sent Emails
Total # of Clicks - Sum of Clicks from Sent Emails
Medical Activity:
Medical Inquiries - Total Medical Inquiries created or assigned
Medical Insights - Total Medical Insights created
My Recent Interactions - Five most recent parent Calls created, sorted by call date, from most recent to least recent
My Recent Medical Discussions - Five most recent Medical Discussions created, sorted by call date, from most recent to least recent
My Top CLM Presentations - Top five CLM Presentations with most related call detail records, from most to least
Recent Medical Inquiries - Five most recent Medical Inquiries created or assigned, sorted by created date, from most recent to least recent
Recent Medical Insights - Five most recent Medical Insights created or assigned, sorted by created date, from most recent to least recent
My Top Seen KOLs/HCPs - Top five Accounts seen with the most related call records, sorted most to least. After related call records, sorted by number of emails, from most to least.
My Least Seen KOLs/HCPs - Top five Accounts with the least related call records, sorted least to most. After related call records, sorted by number of emails, from least to most.
My Most Recently Seen KOLs/HCPs - Top five Accounts with the most recent call record, from most recent to least recent
My Least Recently Seen KOLs/HCPs - Top five Accounts with the least recent call record, from least recent to most recent

Using the Medical Territory Template

Configuring the Medical Territory Template for

Using the Medical Territory Template as

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