Purane officer ki visits Visits tab me uske naam se rehti hain. Agar officer Staff Directory me "Field / Marketing staff" tick wala staff hai to uska phone khaali hone par staff record se apne aap bhar jaata hai — tab staff ka phone Staff Directory me sahi karo. Phone khaali ho to "Send on WhatsApp" button nahi dikhta, par copy button se link copy karke bhej sakte ho.
Field officer ka naam ya phone number galat hai to kaise badle?
Field Marketing → "Officers" tab me officer ka naam ya phone badalne ka koi button nahi hai. Sahi naam / phone ke saath "Add + create link" se naya officer banao, naya link "Send on WhatsApp" se bhejo, aur purane officer ki row me "Turn off" dabao.
Where in ORALZY: Patient Connect → Leads & Outreach → Field Marketing · Field Marketing → "Officers" tab
Quick steps
- Field Marketing → "Officers" tab kholo
- Sahi "Name *" aur "Phone (WhatsApp)" bharke "Add + create link"
- Naye officer ki row se "Send on WhatsApp" ya copy button se link bhejo
- Purane officer par "Turn off"