Upar char box: "Contacts" (active contacts), "Due to meet", "Today's visits", "7-day visits". Har contact row me "Last: Today / N days ago / Never" aur kitni visits hui dikhta hai. "Due only" tick karne par sirf due contacts dikhte hain; type filter (Doctor, Chemist, Compounder, Clinic, Hospital, Other) aur "Search name / shop / area…" bhi hai. Map par bhi pin isi rang me dikhte hain. Officer ke link me yahi due contacts "TO MEET" me aate hain. "Not met" wali visit bhi visit ginti hai aur date aage badhati hai.
Field Marketing me "Due to meet" aur laal, narangi, hara rang kya batata hai?
Har contact ka "Revisit" din hota hai (default 15). Aakhri mulaqat ko utne din ho gaye to contact "due" hai. Rang: laal = kabhi nahi mile ("Never") ya due hue 7 din se zyada ho gaye; narangi = due hai; hara = haal hi me mile. Upar "Due to meet" box me abhi kitne contact due hain wo ginti dikhti hai.
Where in ORALZY: Patient Connect → Leads & Outreach → Field Marketing · Field Marketing → "Contacts" tab
Quick steps
- Field Marketing kholo
- Upar "Due to meet" ginti dekho
- "Contacts" tab me "Due only" tick karke due list dekho
- Rang se samjho: laal = kabhi nahi / bahut der, narangi = due, hara = theek