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Documentation Index

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Create KOL form with profile, contact, expertise, and tiering fields Create a complete Key Opinion Leader profile before outreach, event planning, tiering, or activity monitoring. A structured KOL record keeps medical affairs, marketing, and event teams working from the same relationship data.

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Where to find it

  • Open KOL → click New KOL.

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Steps

  1. Upload a profile photo (optional).
  2. Fill in basic identity and role details.
  3. Add contact and social links.
  4. Add specialties and expertise tags.
  5. Set tier and engagement level, then save.

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Profile and basic information

  • Profile Photo: Users can upload a professional headshot. Supported formats include JPEG, PNG, GIF, and WebP, with a maximum file size of 5MB.
  • Core Identity: Capture the expert’s Full Name (required), professional Title, and current Institution.
  • Logistical Data: Define the specific Department and Location (City/State) to facilitate regional filtering and reporting.

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Contact and social information

To ensure reliable outreach, the system provides fields for multiple communication channels:
  • Direct Contact: Input professional Email addresses and Phone numbers.
  • Digital Presence: Include LinkedIn and Twitter (X) profile URLs to monitor the expert’s social influence and professional updates.

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Professional expertise

  • Specialties: Users can define the KOL’s clinical or academic focus. The system provides a “Suggestions” panel (e.g., Anesthesiology, Cardiology) for standardized tagging. Multiple specialties can be added to a single profile.
  • Expertise Areas: Provides additional granular space to document specific research interests or clinical niche areas.

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Engagement and strategic settings

This section defines how the organization interacts with the KOL:
  • Related Events: Search for and link the KOL to existing events within the system. This establishes a historical record of participation.
  • Engagement & Tiering: Assign an Engagement Level (e.g., High, Medium, Low) and a strategic Tier (e.g., Tier 1, Tier 2, Tier 3) to categorize the KOL’s importance to organizational objectives.
  • Internal Notes: A dedicated space for confidential qualitative data, allowing team members to document specific preferences, past interactions, or relationship nuances.

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Save

  • Create KOL: Once all mandatory and relevant fields are populated, select the “Create KOL” button to commit the data to the database.
  • Cancel: Reverts all changes and returns the user to the primary KOL Management list without saving.