Flightpath is an educational tool with self-paced paths to assist you in Vault CRM. As a business owner, learn about the different modules of Vault CRM and how they can be fully leveraged for your company.
About Your Flight
All(35)
Accounts(3)
Analytics(1)
Approved Email(6)
Approved Notes(1)
CLM(1)
Cycle Plans(1)
Engage(6)
Getting Started(1)
Medical(1)
My Schedule(1)
Opportunity Management(1)
Patient CRM(1)
Products(3)
Sampling(3)
Service Center(1)
Standard Metrics(1)
Surveys(1)
Sync(1)
X-Pages(3)
Account List and Views
Flight time: 35 minutes
Accounts
Approved Email Deliverability
Flight time: 10 minutes
Approved Email
Approved Email Introduction
Flight time: 45 minutes
Chatting with Engage
Flight time: 15 minutes
Engage
Creating Custom Presentations in CLM
Flight time: 20 minutes
CLM
Data Grid Loader
Getting Started
Editing Templates in BEE
Flight time: 40 minutes
Engage Meeting Introduction
Flight time: 30 minutes
Ensuring Regulatory Compliance with Approved Notes
Approved Notes
Ensuring Sampling Meets MCSR Requirements
Flight time: 25 minutes
Sampling
Key Medical Insights Introduction
Medical
Microsoft Outlook
My Schedule
Microsoft Teams
Multichannel Cycle Plans Introduction
Cycle Plans
Multi-Indication Management
Products
Opportunity Management Introduction
Opportunity Management
Patient CRM Introduction
Patient CRM
Product Catalog Introduction
Product Metrics Introduction
Recommended Email
Reports and Dashboards Introduction
Analytics
Sampling Introduction
Scheduling with Engage
Sending Approved Emails
Service Center Introduction
Service Center
Sharing CLM Content with Engage
Signing with Engage
Stakeholder Navigator
Standard Metrics Introduction
Flight time: 55 minutes
Standard Metrics
Suggestions Introduction
Surveys Introduction
Surveys
Sync
Testing Approved Emails
Understanding the Sampling Process
X-Pages Introduction
X-Pages
X-Pages Studio Introduction
X-Pages Studio Templates
Flight time: 60 minutes
Results
