Rare: Monitor Training Videos

1. Getting Started

In this short video, you’ll learn how to:

• Log in to Rare Monitor using your account details.

• Navigate the dashboard and understand where key tools live.

• Run and refine a basic search to generate a practical prospect list.

2. Using Filters

In this lesson we show how to use filters to target the exact types of clinics you want to reach. We’ll cover treatments, service classifications, brands, company size, and geography. You'll learn how to:

• Use Any, Require, and Exclude filters for treatments.

• Combine treatments with brands and classifications.

• Filter clinics by company size, geography, and other attributes.

• Save your refined results into a list.

3. Territory Building & Mapping

This lesson shows you how to use Rare Monitor’s mapping and geography features to plan your outreach effectively. You’ll learn how to:

• Create and name your own sales territories.

• Search geographically by postcode or region.

• Apply filters within a specific territory.

• View and interpret results on the map for route planning.

4. Creating and Managing Prospect Lists

This lesson shows you how to create, save, and manage lists inside Rare Monitor for better campaign planning. You’ll also learn how to;

• Create and name new prospect lists.

• Refine lists using filters such as treatment type, brand, and location.

• Export your lists for use in your CRM.

• Visualise your lists on a map for route and territory planning.

5. Regional Analysis

This lesson introduces the Regional Analysis feature in Rare Monitor — a powerful visual tool for understanding where your best opportunities exist geographically. You’ll learn how to:

• Access the Regional Analysis view and adjust geographic segmentation.

• Compare territories or regions to identify where opportunities are most concentrated.

• Analyse regions by population, treatment type, or clinic count.

• Create new territories based on data-driven regional insights.

6. Create Training Courses & Modules

This lesson shows you how to create, schedule, and manage training courses so you can measure how training activity drives engagement and sales. You'll learn how to:

• Create new training courses and modules.

• Schedule training sessions with location and time details.

• Add attendees from across your network.

• Log attendance and link training impact to sales analytics.

7. Managing and Recording CRM Records

This lesson introduces Rare Monitor’s CRM and contact management tools, showing you how to record and manage your client interactions, track performance, and maintain an accurate record of engagement across your accounts.

• Add and manage new contacts for each account.

• Log call, meeting, and outreach activity.

• Record sales and training events.

• Track product engagement and interest levels.

• Update client status for accurate analytics and forecasting.