Make Changes to the Sales Team?
Step-by-step guide for adding and managing pharmaceutical sales team members in SiCompounding.
Make Changes to the Sales Team?
A pharmacy Sales Team, also known as a pharmaceutical sales team, is a group of professionals responsible for promoting and selling prescription medications to healthcare providers, such as physicians, hospitals, and pharmacies. These teams play a crucial role in informing healthcare professionals about the benefits and uses of pharmaceutical products, ultimately influencing prescribing decisions.
Navigation Path
- Click the FileMaker Pro icon to open FileMaker.
- On the next window when FileMaker opens, you will see a large menu bar on the left side of the window. Click on SiCompounding (near the top).
- The next window will have several icons across the middle of the window. Click on Pharmacy to open the Dashboard.
- There is a blue sidebar menu on the left. Select Settings (located at the bottom of the blue sidebar).
- Under Finances, select Sales Team.
Sales Team Window
The Sales Force window opens to show a list of Sales Agents displaying the following columns:
| Column | Description |
|---|---|
| Name | Member of the Sales Force |
| Phone | Agent's Phone Number |
| Email Address for Agent | |
| Status | Active | Inactive |
| Actions | Gear icon to access Edit, Delete, and Change Logs options |
Search
Use the search bar in the upper-right corner to find agents by Name. Click the Enter/Return key on your keyboard for search results.
Fields (Sales Agent Entry)
When creating or editing a sales agent, enter data into the following fields:
| Field | Description |
|---|---|
| First Name | Agent's first name |
| M.I. | Agent's middle initial |
| Last Name | Agent's last name |
| Phone | Agent's phone number |
| Email address for agent | |
| Region | Geographic or product region assigned to the agent |
| Status | Active | Inactive |
Create a New Sales Agent
- Click the + Sales Agent button to create a new Sales Agent.
- Enter data into the following fields:
- First Name, M.I., Last Name
- Phone
- Region
- Status — Active | Inactive
- Click Save after all data has been entered and changes are complete.
Actions (Gear Icon)
Click the Gear (settings) icon in the Actions column to access three options:
- Edit — Make changes in the Sales Force Information window. Click Save after all data has been entered and changes are complete.
- Delete — Opens the Deletion Confirmation dialog. Use DELETE to confirm deletion of the related record. Otherwise use CANCEL.
- Change Logs — Opens a window which displays the Record Modification Log showing a list of changes made from Sales Force Information records. Click the X in the upper right corner to close the window.
Best Practices
- Maintain consistent, complete contact information (phone and email) for effective communication.
- Assign each sales agent to a clear region or territory to avoid overlap and gaps.
- Mark agents as Inactive (rather than deleting) to preserve historical records and assignments.
- Periodically review the team roster to ensure accurate status and region assignments.
- Verify that all team members have appropriate contact details before activating their accounts.
Pharmacy Settings Context
The Pharmacy Settings section contains the set templates and default settings for your pharmacy and must be completed before using other areas of SiCompounding. From here, you can manage:
- Product settings
- Facility areas
- Equipment
- Workflows
- Costs and fees
- Lab work
- COM templates
- Notifications
- Integrations
- Automations and access logs
Note: It is important to input all available and necessary data for each section and subsection in Pharmacy Settings to ensure the system operates correctly.