Sales reps can now record insights, track inquiries, and schedule visits for an Institutional Doctor (Ins Doc) account. Reps can access an Ins Doc account's inquiries and insights on the Ins Doc account page. They can also use Calendar to schedule visits.
Where: This feature is available in:
- Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
- Life Sciences Cloud mobile app for iOS (iPad only).
How: To give your reps access to insights and inquiries for an Ins Doc account, add the Insights and Inquiries related lists to the Ins Doc account page layout.