Help / Modules / Business development

Log a call or in-person visit

Record outbound calls and in-person practice visits from the Business Development dashboard so your activity history stays current in the CRM.

Before you start

• The practice or contact must already exist in the CRM. If not, use New Contact first to add the record before logging activity against it.

Log a call

1. Open the BD dashboard. Click Business Development in the sidebar.
2. Tap Log Call in the quick-add strip.
3. Select the Practice. Start typing to search your CRM — existing practices autocomplete.
4. Select the Contact (optional but recommended). Choose the specific physician, office manager, or coordinator you reached.
5. Set the Call Outcome from the dropdown (for example, whether you reached the contact, left a voicemail, or got no answer).
6. Enter Notes. Summarize the conversation — key topics, objections, commitments made.
7. Set Next Steps (optional). Add a follow-up date and action so the Next Best Action widget can surface a reminder.
8. Tap Save. The call appears in the practice's Activity tab in the CRM.

Log a visit

1. Tap New Visit in the quick-add strip.
2. Select the Practice.
3. Enter the Visit Date. Defaults to today; adjust if logging retroactively.
4. Add Visit Notes. Document key talking points, materials left, and any commitments.
5. Select the contacts you met (optional) so individual contact engagement records stay current.
6. Tap Save. The visit logs to the practice's Activity tab and updates your dashboard metrics.

Prefer to talk it out? Use the voice recording option in the quick-add strip to capture the call or visit by voice; the recording is attached to the activity.

Result

Both call and visit records are immediately visible in the CRM practice detail Activity tab and feed the Next Best Action and AI Route Suggestions algorithms.

Logging activity promptly keeps your Next Best Action queue and AI Route Suggestions accurate — both recompute on demand (with a short cache), so a new call or visit is reflected almost immediately after you refresh.

Edit an activity

An activity you already saved stays editable from either the practice's Activity tab or the BD dashboard:

1. Open the row's ⋯ menu.
2. Click Edit. The composer reopens with the saved values.
3. Update fields and save. The activity keeps its original date and creator; an edited_at timestamp is stored for the audit trail.

Archive an activity

Archiving hides an activity from the live feed without deleting it — useful for entries logged by mistake, duplicates, or activities that should not count toward dashboard metrics.

1. Open the row's ⋯ menu and click Archive.
2. A confirm dialog explains that the activity will be excluded from Next Best Action and MTD spend calculations. Confirm.
3. Toast confirms the archive. The row leaves the live view immediately.

Undo an archive — the same toast shows an Undo button for a few seconds. If you miss it, restore the row from the archived view (below).

View archived activities

• On the practice detail Activity tab, switch the view mode from Live to Archived to list every archived activity for that practice.
• The row menu on an archived entry offers Restore to bring it back into the live feed.

Archived activities are excluded from Next Best Action, dashboard KPIs, and MTD spend rollups. They remain in the audit trail and export.

Result

Both call and visit records are immediately visible in the CRM practice detail Activity tab and feed the Next Best Action and AI Route Suggestions algorithms.