C.A.T.S Console MSL/HO/DM View- Call List

C.A.T.S. Console MSL/HO/DM View Overview

The Customer Analysis and Targeting System (C.A.T.S.) is a powerful, user-friendly Customer Relationship Management (CRM) software designed to help Sales Representatives efficiently manage their territories, interactions with Health Care Practitioners (HCPs), and daily workflows.

C.A.T.S. Console serves as an administrative and review suite, enabling users to access and analyze data entered by Sales Representatives via the C.A.T.S. Mobile application. This comprehensive tool simplifies customer management and provides a range of intuitive features that streamline processes and ensure seamless operation.

 

Call List

To view the call list for a specific contact, follow these steps:

1. Select a Contact:

   • From the contact list, select the contact you want to view.

2. Display the Call List:

   • Click the Call List icon to display the call list for that contact.

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Add to List

You can add a contact to a new list or to an existing one. Here’s how:

1. Select a Contact:

   • Choose the contact you wish to add to a list.

2. Click the Add to List Icon:

   • Click the Add to List icon to open the pop-up window.

3. Add to a New List:

   • If you want to create a new list, select New List.
   • Enter a name for the new list and select the Territory.

4. Add to an Existing List:

   • If adding the contact to an existing list, select Existing List.
   • Choose the desired list from the drop-down menu.

5. Save the List:

   • Once finished, click Save & Close to apply the changes.