Discussing Products

Products are discussed with customers with the scope of activities (e.g. visits). You can store the customer’s response the various items.

You can enter information on products that have been discussed when documenting calls, see Call Documentation – LSI. You can use the quick add function to enter items.

To add a product detailing record to an activity:

1. Switch to the desired activity or add a new one, see Adding Activities.
2. Select Quick Add (Product Discussions) from the context menu, see Quick Add.
3. Select a filter to display the items defined for the selected type (PD prio or PD standard).

   Select All to display all items in the currently valid product detailing definitions (of all types) where the business area is the same as your own and where the specialty matches that of the person the activity is linked to.

   Click on Overview to display an overview of the entered items.

4. Enter the desired data.
5. Save.
6. A product detailing record and product detailing item record is added for each of the items you have entered.