Requests, hierarchical approval and team management
Synapse's workflow engine routes requests, complaints, orders and expense reports according to your hierarchy. The organisation itself, teams, roles, org chart and leave, is managed in the same place.
Every request follows its circuit
The rep creates the request for a prospect, with a due date. It moves from approver to approver, and everyone can see where it stands.
- Request categories defined by the laboratory
- Circuits configurable by hierarchy and request type
- Clear statuses: pending, escalated, approved, declined
- History per prospect, useful for compliance
Two approval modes, your choice
For each type of flow, you choose how approval moves up the hierarchy.
- By escalation : the request moves up from one level of the hierarchy to the next
- By any higher level : the first available manager can approve
- Configurable for requests, prospect management and assignment, sample requests and expense reports
Teams, org chart and leave
Synapse adapts to your internal structure, not the other way round. Every user has a role, a scope and permissions, and the org chart fits on a single screen.
- Roles: rep, merchandiser, supervisor, national supervisor, promotion director, logistics operator, administrator
- Email invitations and team org chart
- Leave status month by month, from the calendar, exportable
- Business units, territories by city and public holidays
- P1, P2, P3 product priorities per business unit
Everything the workflow engine handles
Requests
Congresses, in-store promotions, promotional materials, training.
Complaints
Opened during the visit, tracked until closed.
Orders
Approval before sending to the wholesaler or distributor.
Expense reports
Scales by level, advances, hierarchical approval.
Sample requests
Approved before handover, tracked by prospect.
Check-in exceptions
Out of zone or new reference, reviewed by the supervisor.
Duplicate-free master data
Record creations and changes approved before publishing.
Traceability
Who requested, approved or declined, and when.
Questions about workflows
Answers to the questions sales, promotion and marketing directors ask us most often.
Can't find your question?
Ask the Synapse team directly, on WhatsApp or during a demo.
What types of requests can be managed in Synapse?
Every promotion-related request: congress invitations, in-pharmacy promotions, prescription pads and cards, promotional materials, training, and any other category you define. Each request is linked to a prospect, has a due date and follows its approval circuit.
Can the approval circuit be adapted to our organisation?
Yes. For each type of flow (requests, prospect management and assignment, sample requests, expense reports), you choose approval by escalation, from one level to the next, or by any higher level in the hierarchy.
Does Synapse handle leave and the org chart?
Yes. Team management includes the list of users and their roles, invitations, the org chart and leave status month by month, calculated from the calendar and exportable.
How does Synapse avoid duplicates?
Synapse automatically detects duplicates on import and when records are created, and master data updates follow the hierarchy. Each doctor, pharmacy or wholesaler exists only once.
See also
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