Manage group visits with multiple healthcare professionals, record attending
colleagues, and share visit data across your team to collaborate effectively.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences
Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life
Sciences Customer Engagement managed package.
Add Attendees to Group Visits Configure the attendees feature so field reps can record group interactions by adding multiple healthcare professionals to a single visit.
Add Internal Users as Visitors Configure the visitors feature so field reps can record internal colleagues who participate in visits and automatically share visit data with them.
Enable Visit Sharing Enable visit sharing so that field reps can view previous interactions other reps have had with accounts in their territories.
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