Basics
Secondary
Details
Examples
General
100

Tag for most customer facing activities

What is EXEC?

100

Secondary Tag for Otolaryngology activities

What is ENT?

100

This is the start date of the exercise

What is May 18th?

100

This is the complete tag for a customer meeting with Oakley Ear Nose and Throat 

What is Oakley Ear Nose and Throat - EXEC - ENT?

100

Why we are doing this exercise

What is the scope of our KAM effort isn't captured in Compass?

200

Tag for any pod or internal prep calls for an account or territory

What is PLAN?

200

Secondary Tag for KAM SAM JAM or Asthma related activites

What is SUA?


200

This is how long the Tagging Exercise will last

What is 6-8 weeks

200

Sutter is in your top KAM SAM JAM 10.  This is the complete tag for a meeting with Sutter's SP working on the PULM department coming on board

What is Sutter-EXEC-SUA?

200

This is the AI for this Calendar Exercise

What is Copilot?

300

Tag for enrichment, alignment or training activities

What is ENABL?

300

Secondary tag for injection sites that aren't part of a clinic or hospital?

What is ASOC?

300

This is a detail that should be included with any EXEC tagged activities

What is the Account Name?

300

This is the complete tag for a Tucson pod meeting where the entire focus is getting new ENT sites going

What is Tucson Pod mtg-PLAN-ENT?

300

The correct number of tags each entry would have on an activity

What is 2?

400

Tag for paperwork, expenses, anything that you must do but doesn't move business

What is ADMIN?

400

Secondary tag for an activity impacting all initiatives

What is GENL?

400

This tag would be used for all business related travel

What is ADMIN?

400

Complete tag for 30 min spent with Mathi trying to align a new child SUA site of Pediatric Pulm to the contract

What is Pediatric Pulm-ENABL-SUA?

400

This is who will tag any KAD driven meetings

What is the Organizer of the meeting?

500

The secondary tags mostly denote this dimension

What are the KAM initiatives or channels?

500

Secondary Tag for any hospital or IDN related activities

What is IDN?

500

This tag would be used for any mentoring time

What is ENABL?

500

Complete tag for Flight time to Boston to customer meeting

What is Flight-ADMIN-TRAVEL?

500

This is one step we must do to analyze the entered data

What is Grant calendar access in Outlook?

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