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Training Guide to Using Rare.Monitor

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Lessons

Step-by-step video lessons covering everything from your first login to logging CRM activity. Watch the video, work through the steps, move on.

First-step screenshot from the Getting Started lesson, showing the relevant area of Rare.Monitor.

01

Getting Started

The fastest path from your account credentials to your first prospect list.

4 min video

First-step screenshot from the Using Filters lesson, showing the relevant area of Rare.Monitor.

02

Using Filters

Combine treatments, brands, and geography to turn thousands of clinics into a workable target list.

8 min video

First-step screenshot from the Territory Building & Mapping lesson, showing the relevant area of Rare.Monitor.

03

Territory Building & Mapping

Draw your own sales territories on the map, then search inside them.

5 min video

First-step screenshot from the Creating and Managing Lists lesson, showing the relevant area of Rare.Monitor.

04

Creating and Managing Lists

Turn a filtered search into a saved, exportable list, then visualise it on the map.

5 min video

First-step screenshot from the Regional Analysis lesson, showing the relevant area of Rare.Monitor.

05

Regional Analysis

Compare regions side by side to spot where your opportunity is densest.

2 min video

First-step screenshot from the Create Training Courses & Modules lesson, showing the relevant area of Rare.Monitor.

06

Create Training Courses & Modules

Schedule training, log attendees, and link training activity to sales performance.

4 min video

First-step screenshot from the Managing and Recording CRM Records lesson, showing the relevant area of Rare.Monitor.

07

Managing and Recording CRM Records

Log calls, sales, training, and product engagement against every account.

5 min video

Need more hands-on training?

Book a thirty-minute session with the Rare team and we'll walk through the parts of Monitor that matter most for your role.

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