Med Sales Hub

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3. Click the Account tab

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Updating your account information

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Setting your office policies and food preferences

Understanding your rep network

Reviewing and confirming meeting matches

Choosing a different rep for a meeting

Viewing your meeting history and food tracker

Transitioning from RxVantage or a paper calendar

What to do if a rep doesn't show up

Setting up your practice profile

Setting your availability for rep meetings

Managing your specialties and products

Receiving and responding to meeting invitations

Logging what food you brought to a meeting

What to do if a practice cancels a meeting

Blocking a practice or another rep

Choosing the right plan for you

How the rolling 12-month cap works

Understanding your billing cycle

What happens when you hit your invitation cap

Updating your account information

How Med Sales Hub protects your data

Is Med Sales Hub HIPAA compliant?

Who can see your profile information

Reporting inappropriate behavior

Our terms of service and privacy policy

I didn't receive my verification code

My invitations aren't showing up

A meeting is missing from my calendar

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