CRM Activity – Incentive Capture Flow

CRM Activity – Incentive Capture Flow

The CRM Activity flow enables users to record product-level incentive details. This ensures that all relevant information — including product, quantity, pricing, and incentive percentage — is captured in a single, streamlined process.

CRM Activity Flow 

1. From the Hello Screen, navigate to CRM Activity

2. Perform Check-In to begin the activity. Click Next to proceed to the form

3. Select the Business Account & the Doctor Name. Click Next to continue


Adding Product & Incentive Details

4. Search and select the required product. Open the Order Tab within the CRM Activity form

6. Input the quantity for the selected product. The Unit Price will be auto-populated by the system.

7. Enter the Incentive Percentage. Up to 2 decimal points are allowed (e.g., 5.50%). Choose the month for which the incentive is applicable.



8. Each product can have different quantity, price, and incentive %

10. Review all entered details. Click Proceed to submit the CRM Activity


Important Notes

  • Incentive % is product-specific and must be entered carefully

  • Month selection is required for accurate incentive tracking

  • Unit Price is system-generated and cannot be edited

  • Ensure all products are added before final submission



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