Workflow
Area Manager
1
Login as Area Manager
AM logs in and lands on the area dashboard with performance snapshot and pending approval counts.
2
Monitor MR Team Activity
View all MRs in assigned area with last-seen location, presenting status, sales achievement, and doctor feedback ratings.
3
Review Scheme Approvals
Pending scheme requests with doctor counter-offers and aging time. Approve, modify, reject, or forward to RM.
4
Approve Sales Entries
Review MR sales entries (doctor, brand, quantity, date) and approve or reject with remarks.
5
Coach MRs & Resolve Issues
Send feedback, guide underperforming MRs, resolve doctor-level issues, and ensure route and call effectiveness.
6
View Market Insights
Access doctor & market intelligence, route compliance maps, missed call gaps, and AI-powered suggestions.
7
Escalate to Regional Manager
Forward high-value scheme requests or unresolved issues to RM when they exceed AM approval authority.