BriefingEdge Customer Visit SOP

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Presentation transcript:

BriefingEdge Customer Visit SOP November 5, 2015

Step 1:Log into SFDC Step 2: Click on ‘Home’

Step 3: Click on ‘BriefingEdge link’

Step 4: Click ‘OK’

Step 5: Complete BriefingEdge One-Time User Profile

Step 6: Begin site visit request NOTE: Here you are choosing whether you are going to a National Clinical Show Site OR coming to a GE Facility. Step 6: Begin site visit request *Pop up blocker must be turned off

Step 7a: Begin site visit request (GE Facility) NOTE: Here is the GE Facility you are currently booking in – If this is the wrong facility, please change site Step 7a: Begin site visit request (GE Facility) *Pop up blocker must be turned off

Step 7b: Begin site Show Site Visit Request NOTE: you will be taken through product selection screens to identify a national show site for your visit. Step 7b: Begin site Show Site Visit Request *Pop up blocker must be turned off

Thank You. TIPS & TRICKS to complete the request Contacts: NEVER use the forward and back buttons of your browser ALWAYS use the navigational buttons / links within BriefingEdge Make sure you save or update any changes as they are made. At the last screen of your initial visit request, you will receive and acknowledgment, at the bottom of this screen you may upload documents to the visits request; for instance, Quotes, 4 Blockers, Executive Summaries, Etc. (screen shot ) Remember – Although we do are best to verify availability in advance, ALL visits are subject to confirmation and approval from the show site or GE modality teams. Contacts: National Show Site Visits: Barb Mantych GEHC Experience Center Visits: Karrina Kontney Thank You.