There are several scenarios that could lead to having the medical rep's list completely change. Such scenarios may include :

Your company is undergoing restructuring.
You have been assigned a new territory.
You have been assigned to a new business line.

Basically, when any of the above takes place, your customer list will most likely be irrelevant. This means you will need a new Accounts list.

That's when the Clear List request comes in handy! Using Clear list, you can select to clear your entire Accounts list with just one click. You no longer need to remove each account individually. In this article, we will discuss how you can clear your entire accounts list in 3 quick steps.

How to clear the list?

First, you need to go to ACCOUNTS LIST.

Then, click on the clear list button.

Finally, a confirmation box will appear, confirm to proceed.

Once the request has been submitted, it will have to go to the District Manager for approval. No changes will reflect prior to the DM's approval.

If your company is Configured for 2 Levels of approval, Company Admin Approval will be required too.

Tip: There is no undo for this action, Please use it wisely.

Please contact the REVO Support team for more information.