Now that you got assigned your Accounts List, it is time to verify these accounts through RDC NEXT.
There are many scenarios that would require you to update an account's data, and as a medical rep, you are responsible for ensuring your list is updated and as accurate as possible. Hence, this feature in RDC NEXT will come in handy for you and will save you a ton of time!
In this article, we will discuss how to update an existing contact on RDC NEXT.
How to Update a Contact :
Access your Accounts list through your RDC NEXT application on your Tablet.
First, you have to confirm the contact which you want to update.
Note: You must confirm the account prior to updating its data. You will not have access to update the account if you do not press confirm first.
A confirmation pop-up will appear,
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Once you have confirmed the contact, you will be able to see the update button.
There are two ways to update an account:
The first way is from the main Accounts List view and clicking on the UPDATE button as illustrated below.
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The second way is from the accounts profile page , and clicking on the account name to navigate to the account's profile page.
Then , you simply click on the update button on the top right corner.
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Whatever way you choose, upon clicking update, you will be directed to the below view where you can edit the account's data.
You will also able to add multiple workplaces for the same account by clicking on "Create new workplace".
Note: You can't remove an existing workplace till you added a new workplace and it was approved.
Not just that, but you can now update the account's impact! Follow the link to learn how you can update the impacts of your accounts.
Once you are done updating the account you simply click on SUBMIT and VOILA! Your request is sent to your manager.
Note: Like any submitted request , you will have to wait for the approval of your manager. No changes will reflect until the manager approves the changes.
βPlease contact the REVO Support team for more information.