Naam zaroori hai — khaali chhodne par "Enter officer name" aata hai. Har officer ka apna alag link banta hai; WhatsApp message me likha jaata hai ki "To meet" me kisse milna hai aur milne ke baad "✓ Met" dabana hai. "Send on WhatsApp" button sirf tab dikhta hai jab officer ka phone bhara ho. Row me officer ki aaj ki aur 7 din ki visits ginti dikhti hai. Jo staff Staff Directory me "Field / Marketing staff" tick hai wo yahan apne aap officer ban jaata hai. Officer delete karne ka button nahi hai — band karna ho to "Turn off". Mobile app ke Officers tab me naya officer add karne ka option nahi hai, sirf "Send link" (WhatsApp) hai — officer web se add karo. Ye 'Growth' add-on ka hissa hai — menu me na dikhe ya 'Upgrade required' aaye to Setup → Plan & Help → Store se le sakte hain.
Field Marketing me naya field officer kaise add kare aur link kaise bheje?
Patient Connect → Leads & Outreach → Field Marketing → "Officers" tab → " New officer" box me "Name *" aur "Phone (WhatsApp)" → "Add + create link". Officer ki row me uska link dikhta hai — copy button se copy karo ya "Send on WhatsApp" dabao. Officer wo link phone par kholta hai, koi login nahi chahiye.
Where in ORALZY: Patient Connect → Leads & Outreach → Field Marketing · Field Marketing → "Officers" tab
Quick steps
- Patient Connect → Leads & Outreach → Field Marketing kholo
- "Officers" tab par jao
- "Name *" aur "Phone (WhatsApp)" bharo
- "Add + create link" dabao
- Row me copy button ya "Send on WhatsApp" se link officer ko bhejo