Start Presentations

Start Presentations from the Content Library

In the Intelligent Content tab, search or filter to find the content that you want to present. Tap a presentation to open it and start presenting the content immediately, or preview the content without tracking engagement metrics. During the presentation, add accounts as attendees, and then tap the Visit button to create a visit directly from the presentation player.

Start Presentations from an Account

In the Accounts tab, you can open the content library from each account record to preview or start a presentation for that account. The presentations in the content library can vary based on the account. During the presentation, add accounts as attendees, and then tap the Visit button to create a visit directly from the presentation player.

• If the account has any product restrictions, you don’t see presentations associated with that product.
• The Recommended filter shows any presentations that are recommended for that account and territory. Changing the account or territory context updates the list of recommended presentations accordingly.
• The Next Best Message tag indicates the presentations that are most appropriate for the account.

Start Presentations from a Visit

Deliver relevant content efficiently during visits with HCPs. On the Visit Engagement page, add presentations to the visit and tap presentation thumbnails to start presentations. From the Presentations section, you can also preview recent presentations without tracking presentation metrics or open the content library to find the presentation you need. Information and warnings about product restrictions and targeted presentations for your territories help you select the right content and add the right accounts to your visit.

During or after the presentation, you can return to the Visit Engagement page to see an overview of the presented content, including the page thumbnails and the time spent on each page. You can also see the product messages presented and the reactions that you captured from HCPs.