Creating a Joint Visit Report

To create a Joint Visit report:

  1. In the created Joint Visit, click the JV report button and click New.

  2. Select template and click Submit.

    ctpharma joint visit report

  3. In the Joint User Activities section, select the user’s activity (one or several) to evaluate.

  4. Respond to questions and click Save.

The result will be saved to the CTPHARMA__SkillMark__c object.

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