If needed, you can add the following additional materials to a plan entry to be used during the visit:
Brands
Presentations
Promotional materials
Materials are displayed after you click a plan entry.
To view materials of a specific type, click the corresponding tab.
To add a brand/presentation/promotional material:
Go to the tab for the type of material you want to add.
Click Add.
Fill in the fields in the form that appears after you click the add button.
Note: The field names shown in the add form depend on the type of material being added.
Click Save.
As a result, the system will add the material to the plan, and the entry will appear in the table.