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C.A.T.S Console MSL View- Log Activity

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C.A.T.S. Console MSL 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.

 

Log Activity

The Log Activity tool allows MSL users to quickly log any call activity performed with a customer contact. Follow these steps to log an activity:

  1. Filter the Contact List:

    • From the Contact Manager, filter the list of contacts as needed, then select the desired contact.

  2. Open the Log Activity Tool:

    • Click the Log Activity icon to open the activity logging window. The Entity Name field will be automatically pre-filled based on the contact you selected.

  3. Select Interaction Type:

    • From the drop-down menu, select the Interaction Type for the activity.
    • When finished, click Save & Close.

  4. Set Activity Duration and Facility:

    • Choose the Duration of the activity and the Facility where the activity took place.
    • When finished, click Save & Close.

  5. Add Attendees (Optional):

    • If there were any additional attendees for the activity, click the plus icon in the Attendees section to add them.
    • When finished, click Save & Close.

  6. Add Meeting Objectives and Discussion Topics: 

    • Click the plus icon under Meeting Objective to open a new pop-up window.
    • From the drop-down menu, select a Meeting Objective and a related Discussion Topic.
    • Repeat these steps to add more meeting objectives or discussion topics. You can also Edit or Delete any existing objectives by selecting them and using the respective icons.

  7. Log Unsolicited Questions:

    • In the Unsolicited Questions section, select any relevant questions that were asked during the call. You can select multiple items from this list.
    • When finished, click Save & Close.

  8. Select Resources Utilized:

    • Choose any Resources Utilized during the activity from the drop-down menu.
    • When finished, click Save & Close.

  9. Add Additional Insight:

    • To log additional Insight from the activity, click the plus icon in the Insight section.
    • Select a Discussion Topic and enter any further insights related to the activity.
    • When finished, click Save & Close to close the Add Discussion Topic window.

  10. Save the Activity:

  • Once all fields are completed, click Save & Close to finish logging the activity.
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