Having an inaccurate CRM list is something very common in the healthcare industry. 

In many instances initial Master Contact List is provided, you may receive a list that includes doctors, medical institutions, or pharmacies that shouldn't be there. 

Well, we have Good News!
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REVO Dynamic CRM gives you the chance to request removing of contacts.

As with all the other requests - Adding, & Updating; To remove a contact; access the contact list on your RDC App. 

Click on the X button in order to remove a contact from your list.

Once you click on the X button. A box will appear to make sure that you are sure of your decision.

If you have chosen the right contact to remove then you must click on the green button.

You are not done yet!

Before the removal request is sent to your manager, you need to specify the reason for removing this contact from your list.

After righting the reason in the comment box make sure to click send on the top right side of the screen.

The request will be reflected on your contact list. It will be pending approval until your manager approves it.

To understand how the RDC process for Removal requests works, please take a look at the below diagram.

Your manager will be notified every time you request to remove a contact.
They will have the option to either approve or deny your request. 

If your request was denied you will be left with only 1 option, which is to confirm the contact.
If your request was approved, it will be sent to DCH for execution and will eventually be de-assigned from your contact list.

You can always follow the request status in the requests section in your RDC.

Click to learn more about Adding and Updating your contact list. 

Please contact Revo Support team for more information.
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