To the table added in the previous step, add fields that allow the hierarchy of managers and medical representatives to be displayed.

To do this, follow these steps:

1. Expand the Data panel.
    

   

2. Select the user directory. To do this, start typing the name of the directory in the search field (crm_user_dictionary_csv).

3. Select the following fields that should be displayed in the table:

• Employee - displays the full name of the medical representative

• Supervisor - full name of the regional manager.

The system will add the selected fields to the table and immediately display them with the corresponding data.

The next step is to add fields with information about the medical professional.