Congrats!

Engage Connect bridges the communication gap by making your field users more accessible and responsive. By leveraging Engage Connect and integrated content sharing, you can strengthen HCP relationships, streamline workflows, and capture valuable interaction data directly within Vault CRM.

Learn more about Engage Connect

To continue your learning, explore these resources:

Flight Simulator

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

Challenge - Enable Engage Chat for a pilot group

Your organization wants to pilot Engage Chat with the new Natevba sales team before a full rollout. Ensure Engage Chat is enabled for the existing Engage Connect Group for the Natevba team while ensuring the rest of the organization continues to use Engage Ping.
  1. Select and expand the Tab Collections icon.
  2. Select CRM Setup.
  3. Select and expand Engage Setup.
  4. Select Engage Connect Administration.
  5. Select the drop-down corresponding to the User Communication Channel.
  6. Select Ping.
  7. Select Save.
  8. Select Edit corresponding to the Engage Connect Group, Verteo - Natevba Sales.
  9. Select the drop-down corresponding to the User Communication Channel.
  10. Select Chat.
  11. Select Save.
  12. Select Engage Connect Administration to navigate to the previous page.
  13. Select Save.