Congrats!

You now know how to set up, customize, share, and track your digital business card in Vault CRM.

Learn More About Engage

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 1: Personalize your DBC

You are a field rep preparing for a meeting with an HCP. You want to make sure your DBC is complete and professional before the visit. Review your details and upload a profile photo.

  1. Navigate to My Profile in Vault CRM.
  2. Verify that your display name, title, and phone number are populated correctly.
  3. Upload a profile photo.
  4. Save the edit.
  5. Select Preview Digital Business Card.

Challenge 2: Share your DBC

Now that your DBC is all set up, share it with the HCP in a way that will be tracked against their account.

  1. Navigate to the HCP’s account in Vault CRM.

  2. Select Share Engage Invite Link from the All Actions menu.

  3. Select the QR Code sharing option.

  4. Allow the HCP to scan the code.

  5. Navigate to the account timeline.

  6. View the record indicating a connection invite.