The office instant messenger application

The technology product teams

A scheduled external call that follows a visit

Your personal page that tracks your metrics on SalesForce

When you research your territory in order to find appropriate institutions to reach out to? (The first step)

The divisions of the marketing year

The research product teams

A scheduled phone call between a marketer and a contact that comes before a visit

An alert on an institution/contact that you need approval before contacting

When you email/call a contact

An internal brief meeting

Your in-house manager

A meeting between a marketer and a potential member

A request for information from contact or an internal introduction to a contact

First thing after doing a piece of outreach

The online internal directory

The “expert” with content knowledge who goes on visits with marketers

Outreach that receives traction that you think will result in a visit

An MA/marketer's pursuit for one product at one institution

The materials you send with your marketer for a visit

The online bulletin board where you can access internal resources

Manager of MAs, Chief of Staffs, and marketers

A verbal yes to a visit that hasn't been scheduled yet

The list of a marketer's opportunities they are working on

What revenue is called after a contract is signed