Galat naam ya phone wala contact sahi karna ho to officer se sahi naam ke saath naya contact banwao (ya import me sahi line daalo) aur galat wale par "Hide" dabao. Khaali list me likha aata hai: "No contacts. They get added here automatically when an officer logs a visit from the /field link." Contact ka pin officer ki visit ke GPS se lagta hai.
Field Marketing me web se naya contact add ya contact ka naam/phone edit kaise kare?
Field Marketing ke "Contacts" tab me naya contact banane ya naam / phone / area badalne ka button nahi hai — row me sirf "Last met", "Revisit" aur "Hide" hain. Contact chaar tarah se banta hai: officer ke link se ("➕ Add visit" → "➕ New contact"), "📥 Import past visits" se, Staff app ki field visit se, ya "🛣️ Roads" me map se (beta).
Where in ORALZY: Patient Connect → Leads & Outreach → Field Marketing · Field Marketing → "Contacts" tab
Quick steps
- Naya contact: officer apne link me "➕ Add visit" → "➕ New contact"
- Ya web par "Contacts" → "📥 Import past visits" me line daalo
- Galat contact par "Hide" dabao