Step-By-Step Instructions
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1
Access the Account Page
1. Go to Sales Execution and select a business from your results list.
2. On the account page, review the information automatically pulled from the clinic’s website and public data sources.
3. You’ll see tabs for Contacts, Calls, Sales, Training, Product Engagement, and Notes at the top of the screen.
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2
Add or Update a Contact
1. In the Contacts tab, click Add Contact.
2. Fill in the person’s name, job title and contact details
3. Note whether they are a key decision maker or influencer.
4. Add any relevant notes about their role or preferences.
5. Click Save to record the contact in your account.
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3
Log a Call or Meeting
1. Open the Calls tab and click Log New Call.
2. Select the date and contact you spoke with.
3. Under Interaction Type, choose:
- Phone call
- Video call
- Scheduled visit
- Unscheduled visit
- No contact
4. Add an Outcome and any relevant notes.
5. Click Save to log the call.
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4
Record Sales
In the Sales tab:
1. Add new sales activity by entering the purchase date and saving.
2. This automatically updates your analytics and sales performance reports.
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5
Record Training
In The Training tab:
1. Add the clinic or contact to a training course you’ve already created.
2. Select the relevant session.
In the Training Tab:appear in your training dashboard.t
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6
Track Product Engagement
1. Open the Product Engagement tab.
2. Under Active Products, record whether the clinic is:
- Aware
- In trial
- Using the product
3. Under Pitched Products, log products you’ve discussed and their interest level.
4. Use this data to plan future campaigns and outreach.
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7
Add Notes and Update Client Status
1. Use the Notes tab to capture general observations, updates, or reminders.
2. At the top of the account, set the Client Status to reflect the relationship:
- Client
- Lapsed
- Qualified
- Unqualified
- Rejected
- Nurturing
- Cold
