The Secret Sauce For Reps Returning to the Field




  • Official comment
    Deirdre Stenson

    Thanks for sharing this Gea! I'd add a 4th item to the list. For all the managers out there -- build new forms! And while you're re-doing your forms, start using our multiple choice question type to save your reps a ton of time.

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  • Iva Kurek
    Great advice! I have another idea to add to this list. 
    Instead of adding visits one by one, you can use the functionality for importing schedules in bulk. In addition to importing schedules, you can create recurring visits and even add visit notes or tasks to be done at that account. Great way to keep new reps on track. Find out how to do it in less than 5 minutes. 
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