Congrats!

You've completed the Introduction to Commercial Insights Flightpath. You now know what Commercial Insights are, how the data they collect can be used, and how they differ from Medical Insights.

Learn More About Commercial Insights

Now that you know what Commercial Insights are, you might want to learn how to configure this feature in CRM. You can start here:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step guide, then try it in your sandbox environment.

Challenge – Add a Commercial Insight to an Account Using the Commercial Insights tab

In your Vault, log a Commercial Insight from the Commercial Insights tab. Enter a summary, your insight, and a product before saving or submitting the Commercial Insight.
  1. Navigate to the Commercial Insights tab.
  2. Select the + icon (iPad, iPhone, or Windows) or Create (Browser).
  3. Enter a Summary.
  4. Enter the details of the Commercial Insight in the Insight field.
  5. Select a Product.
  6. Select Save or Submit.