PharmaFieldflo · Field force documentation

What do you need to get done?

This is the book for the people who run a pharma field force on PharmaFieldflo: the admin who sets the company up, the managers who approve plans and read the numbers, and the field managers who plan, make and report their calls on doctors. Every page answers one question.

Popular: Plan your month Report a call The reporting window Roles and data scope

Work through the field force

Set the company up once, then plan, call, report and read the numbers.

1 · Once

Set up

• Set up a company
• Users
• Roles and data scope
• Regions and zones
• Products
• Settings and exceptions
• Approval rules

2 · Every day

Calls

• Today, for field managers
• Report a call
• Defer, cancel, reschedule or transfer
• Add an unplanned call
• The phone app

3 · Every month

Plans and requests

• Plan your month
• Approve the team's plans
• Approvals
• Leave
• Activities
• Gift products and samples

4 · Read the numbers

Dashboards and reports

• The dashboard
• Report catalogue
• Gap analysis
• Risk radar
• Annual disclosure