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Your Knowledge Hub
Access step-by-step guides, system administration tips, integration resources, and the latest release updates. Whether you’re managing data, configuring users, or exploring new features, you’ll find everything you need to work efficiently and confidently.
Proxima CRM
Learn how to navigate Proxima CRM: manage schedules, institutions (HCOs), clients (HCPs), reports, and use essential tools for daily tasks, call management, and data search.
Admin Panel
Access settings to manage languages, user roles, product lines, and regional/localization data. Configure divisions, positions, and geographic settings for your CRM environment.
Release Notes
Stay updated with the latest Proxima CRM features, tools, and improvements. Review new functionality, role and territory updates, and detailed version release notes.
Web Services
Explore integrations for cycle planning, CLM management, GeoForce tools (including mapping and territory balancing), and instant messaging to enhance CRM functionality.
Integrations
Learn how to connect Proxima CRM with Axioma DB, SKU catalogs, online stock systems, Salesforce Data-bridge, IQVIA, and other integrated platforms.
Recent activity
Stay up to date with your latest actions, updates, and system changes. Review recent tasks, data updates, and notifications to keep track of ongoing work and team progress.
FAQ
Find answers to the most common questions about Proxima CRM. Explore topics related to setup, user access, modules, permissions, and troubleshooting tips to help you get the most out of the platform.
Instituition coordinate missing
Can not create visit to company
Unable to schedule a call.
The client or company is archived
First-time
CRM login error
GPS setup for Android
GPS setup for iOS
Distance in call
My synchronization is not working
Incorrect password
Someone changed the company card. Why?
Someone changed the client card. Why?
How to create a company?
How to create a client?
What does the red line in the schedule mean?
Why is the call not closing?
How to create call?
How to delete activity?
How to move activity?
How to copy activity?
Why are there no brands/CLM in the visit?
Additional specializations of the client
Additional workplace of the client
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