Purpose
The Entering a Call feature in CATS Mobile enables users to log detailed call information, including attendee details, product priorities, marketing materials, and follow-up actions. This ensures comprehensive documentation of customer interactions for efficient follow-up and reporting.
Steps to Enter a Call
1. Log in and Navigate to Contacts
- Ensure you are logged into CATS Mobile.
- From the carousel, tap on the Contacts icon to access the Contact List.
2. Initiate a Call Entry
- Swipe Left on a Contact:
- In the Contact List, swipe left on the desired contact to display the Call Type menu.
- Select the desired Call Type to open the Call Screen.
3. Adjust Call Date and Time
- In the Call Preparation section, adjust the Next Call Date as needed.
- Tap the date field to display a date and time pop-up.
- Adjust and tap OK to save.
4. Enter Call Details
Product Priority and Notes
- Rank Products: Scroll to the Detail section and tap on products to assign numerical rankings.
- Structured Notes: Tap the note icon next to a product to add call-specific notes.
- Once completed, tap Done.
- Products with notes will display a numbered indicator.
Call Attendees
- Tap the blue bar in the Attendees section to add participants.
- The default list displays contacts from the same location.
- Tap Customers (lower left) to select attendees from another level.
- Add or remove attendees as needed, then tap Done.
Marketing Materials
- In the Marketing Materials section:
- Select the Product, Quantity, and Customer from the drop-down menu.
- Use the Select All option if materials were distributed to all attendees.
- Tap Add for each item provided.
5. Additional Call Indicators
- Key Opinion Leader (KOL): Indicate if the HCP is a KOL or Product Speaker.
- Follow-Up: Check if follow-up is required.
- Field Reimbursement or Expense: Document any associated food or beverage expenses.
6. Finishing the Call Entry
- Tap Finish in the upper right corner to save the call.
- If required information is missing, a Validation message will prompt for completion before saving.
Quick Customer Swap
For scenarios requiring a customer swap (e.g., a different HCP signs for materials):
- Tap the current customer name in the title bar.
- Select a new customer from the drop-down menu.
- Confirm the swap via the pop-up message.
Important Notes
- Validation Check: Ensure all required fields are filled to avoid incomplete entries.
- Accurate Documentation: Thoroughly record product discussions, attendees, and materials to streamline follow-ups.
For further assistance, contact the support team.