Congrats!

You have successfully completed your journey through the X-Pages on Account Plans Flightpath. By mastering this functionality, you can now leverage centralized, tabbed visualizations to drive sharper, data-backed strategies for key accounts.

Learn More

Flight Simulator

Let’s practice! Try the following exercise in your sandbox.

Challenge

You need to prepare for a strategic discussion regarding Labrinone adoption. You want to check the dedicated X-Page for Newton Memorial Hospital to verify local trends and check metrics for key stakeholders, including Jose Adams and Christine Beacher, before your team alignment meeting.

  1. Open Vault CRM on your iPad.

  2. Navigate to the Newton Memorial Hospital Account Plan.

  3. View the initial product adoption dashboard on the first default tab that displays automatically.

  4. Select the next tab in the alphabetical sequence to load the specific stakeholder interaction visualization for Jose Adams and Christine Beacher.