Sales Vision Tips and Tricks tutorial

Sales Vision iPad tutorial

Sales Vision Web tutorial

Sales Vision Advanced tutorial

Header Screen

Fast planning and reporting

Sales Vision can help you work faster on the field and do your chores more quickly with Fast planning and reporting.

Single Calendar view

Single calendar view in comparison to standard view (separated Plan and Visit tab) has everything on one screen. We do not have to switch between tabs in order to see visit or plan.

Next - Adding plans

Planning is used to see your future plans, save them in the calendar for easy preview and help with organizing your day/week/month.

Next - Adding visits

Visits are used for entering different data that you and Pharmacist/Doctor were talking during the visit.

Next - Add and edit person

Learn how to add new persons and change existing. Also, find information about them

Next - Add and edit institution

Learn how to add new institutions and change existing. Also, find information about them

Flat - Home Screen/Person Overview

Get familiar with the Sales Vision home screen and with the Person module

Flat - Add/Edit Person

How to add a new person

Flat - Institution Overview

Overview of the institution module

Flat - Add/Edit Institution

How to add a new institution

Flat - Calendar

Plan your working days. See how to add visit plans and reports, create events and more

Flat - Marketing Calendar

Manage marketing events and other marketing related activities (supervision, activity of competition etc.)

Flat - IMS Sales

View IMS Sales data by value and quantity

Flat - Stock Management

Learn how to extract various information related to samples stock

Flat - Messages

Stay in touch with your colleagues or exchange valuable info

Flat - Product Questions

You don't need to know everything about every product. Place your question here and someone will give you an answer

Flat - Data Replication

Synchronize data, change forgotten password and much more

Home

Home screen and overview of Sales Vision Anywhere 15

Add/Edit Person

How to add a person and manipulate with related data

Add/Edit Institution

How to add a new institution and manipulate with related data

Messages

Stay in touch with your colleagues or exchange valuable info

Product Questions

You don't need to know everything about every product. Place your question here and someone will give you an answer

Program Options

Overview of basic Sales Vision options

Configuration

Configure column names, make them mandatory etc.

Products

Enter product lines and manage product related data such as packaging, gifts, promotional materials and so on

Joining

Join institutions to the desired territory and representative

Users and Lines

View and manage users of Sales Vision

Surveys

Create surveys, answer groups, questions. Manage when the survey is active and to which representative it will be available