Congrats!

You’ve learned the fundamental concepts of Engage chat and how they will help your sales reps communicate with HCPs more easily and more often.

Learn More About Engage

Now that you know how to chat in Engage to reach your HCPs more frequently, you might be interested in learning how to configure or enable these features in Vault CRM. You can start here:

Flight Simulator

Let’s practice! Now that you’ve been introduced to the basic concepts of Engage chat, try these exercises in your sandbox Vault CRM instance.

Challenge 1: Sign into Vault CRM and view the Engage profile indicator on an account

Open the Vault CRM app and sign in. Navigate to an account with an linked Engage profile. If you're not already connected, select Connect. If you are connected, select Chat to navigate directly to a chat thread with this account in the Engage tab.

You've found an account linked to an active Engage profile! Since you're already connected, you can immediately chat with this HCP.

Challenge 2: Send chat messages

Try sending different types of messages in your chat thread.

Now you know what the different types of chat messages look like in action.