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

Getting Started

Lesson overview

By the end of this lesson you can sign in to Rare.Monitor, navigate the dashboard, apply the top filters, and save a list of matching clinics. It's the starting point for every other lesson. Work through it first.

Step-by-step instructions

  1. 01

    Log in

    1. Go to www.raremonitor.com 2. Click Login 3. Enter the username and password sent by your account manager. 4. Haven't received your details? Email [email protected].
    Screenshot from the Rare.Monitor how-to guide for Getting Started, illustrating "Log in".

  2. 02

    Explore the Dashboard (top filters)

    At the top of the page you'll find filters to refine your search by Treatments, Service Classification, Brands or Manufacturers, Company Size, Territory, and Saved lists.
    Screenshot from the Rare.Monitor how-to guide for Getting Started, illustrating "Explore the Dashboard (top filters)".

  3. 03

    Explore the Dashboard (left-hand menu)

    On the left, use the main menu to access: - Planning: create territories, run regional analysis. - Team & Lists: manage prospect lists. - Training: create training events. - Data & Analytics: track performance and KAM activity. - Support: find all training videos.
    Screenshot from the Rare.Monitor how-to guide for Getting Started, illustrating "Explore the Dashboard (left-hand menu)".

  4. 04

    Run Your First Search

    1. Click Sales Execution. 2. Use the filter options to refine your search. - 'Any' will show clinics that offer any combination of treatments you select. - 'Require' gives you a list of clinics that offer all the conditions you select. - 'Hide' excludes any results with that condition.
    Screenshot from the Rare.Monitor how-to guide for Getting Started, illustrating "Run Your First Search".

  5. 05

    Review Your Results

    1. Once filters are applied, your list shrinks from thousands to a practical target group. 2. Switch between List View and Map View. 3. Save your results for later campaigns using Lists. Click Options and 'Add Search to List'.
    Screenshot from the Rare.Monitor how-to guide for Getting Started, illustrating "Review Your Results".

  6. 06

    Review a Clinic

    Click into any clinic page and you'll see key contact information, names of the people that run the practice, location, and demographic data. Use the back arrow to return to the search screen.
    Screenshot from the Rare.Monitor how-to guide for Getting Started, illustrating "Review a Clinic".

Watch more in this series

Next: Using Filters. The next lesson goes deeper, combining treatments with brands, narrowing by company size, and refining by geography.

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