How do I manage Walk-In Attendees in Vault CRM Events?

Events are one of the most powerful tools in a life sciences field team's toolkit. Whether it's a dinner program featuring a key opinion leader or a lunch-and-learn for a busy physician's office, these interactions create meaningful engagement with healthcare professionals (HCPs). But events rarely go exactly as planned—and one of the most common surprises is the walk-in attendee.

Maybe a colleague of the invited physician heard about the program and decided to join at the last minute. Maybe a rep from another territory reached out and someone showed up unexpectedly. Whatever the reason, every person who walks through that door needs to be accounted for. Accurate, compliant event reporting isn't optional in pharma—it's a requirement.

Vault CRM's walk-in attendee workflow gives event coordinators and field reps the tools they need to capture walk-in information on the spot, reconcile those attendees to existing accounts after the event, and even create brand-new account records if someone new shows up. This Flightpath walks you through the full process—from the moment a walk-in signs in, to closing out a fully compliant event.

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