1. Life Sciences Guide
  2. Creating a New Sample Drop For a New Contact By Using an Existing Contact Call

Creating a New Sample Drop For a New Contact By Using an Existing Contact Call

The following procedure shows you how to use an existing contact call to create a new sample drop for a new contact.

To create a new Sample Drop for a new contact by using an existing contact call

  1. Navigate to the Contacts List screen.

  2. Select a Contact record from the list.

  3. Click New Call.

    A new Contact record is created and the Contact Call Detail view is displayed.

  4. Add Sample Drop records or choose a Smart Call Template to prepare the sample drops.

  5. Click Sign.

    If all the business rules are valid, the signature capture window is launched.

  6. Verify the contact’s name, address, DEA number and license number displayed in the call header.