Welcome to Vault CRM Flightpath!

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.

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Agentic Call Report™

Flight time: 25 minutes

AI in Vault CRM

AI Agents

Flight time: 20 minutes

AI in Vault CRM

Agentic Insight Quality

Flight time: 25 minutes

AI in Vault CRM

Agentic Text Monitoring for Home Office

Flight time: 20 minutes

AI in Vault CRM

Agentic Voice

Flight time: 25 minutes

AI in Vault CRM

Introduction to Account Plans

Flight time: 45 minutes

Account Plans

Account Hot Lists

Flight time: 25 minutes

Accounts

Account List and Views

Flight time: 20 minutes

Accounts

Account Profiling

Flight time: 20 minutes

Accounts

Stakeholder Navigator

Flight time: 35 minutes

Accounts

Introduction to Reports and Dashboards

Flight time: 25 minutes

Analytics

Introduction to Approved Email

Flight time: 15 minutes

Approved Email

Approved Email Deliverability

Flight time: 20 minutes

Approved Email

Editing Templates in BEE

Flight time: 20 minutes

Approved Email

Recommended Email

Flight time: 20 minutes

Approved Email

Sending Approved Emails

Flight time: 20 minutes

Approved Email

Testing Approved Emails

Flight time: 15 minutes

Approved Email

Introduction to Approved Notes

Flight time: 30 minutes

Approved Notes

Introduction to Campaign Manager

Flight time: 20 minutes

Campaign Manager

Auto-Publishing

Flight time: 25 minutes

CLM

Creating Custom Presentations in CLM

Flight time: 20 minutes

CLM

Tracking CLM Activity with Reporting

Flight time: 20 minutes

CLM

Introduction to Consent Capture

Flight time: 25 minutes

Consent Capture

Consent Capture for Approved Email

Flight time: 20 minutes

Consent Capture

Customizing Consent Capture

Flight time: 30 minutes

Consent Capture

Introduction to Multichannel Cycle Plans

Flight time: 25 minutes

Cycle Plans

Introduction to Engage Meeting

Flight time: 20 minutes

Engage

Appointment Booking

Flight time: 20 minutes

Engage

Building HCP Relationships with Engage Connect

Flight time: 25 minutes

Engage

Configuring WhatsApp Business Messaging

Flight time: 15 minutes

Engage

Digital Business Cards

Flight time: 20 minutes

Engage

Microsoft Teams

Flight time: 20 minutes

Engage

Signing with Engage

Flight time: 20 minutes

Engage

Sharing CLM Content with Engage

Flight time: 20 minutes

Engage

WhatsApp Business Messaging

Flight time: 20 minutes

Engage

Introduction to Events Management

Flight time: 20 minutes

Events Management

Adding Attendees to an Event

Flight time: 20 minutes

Events Management

Approval Workflows

Flight time: 20 minutes

Events Management

Managing Event Materials

Flight time: 25 minutes

Events Management

Managing Speakers for Events

Flight time: 20 minutes

Events Management

Managing Walk-In Attendees for Events

Flight time: 20 minutes

Events Management

Introduction to Field Reimbursement Manager

Flight time: 20 minutes

Field Reimbursement Manager

Data Grid Loader

Flight time: 15 minutes

Getting Started

Introduction to Veeva Network MDM Integration

Flight time: 25 minutes

Integration

Network Hierarchy Explorer

Flight time: 25 minutes

Integration

Introduction to Key Medical Insights

Flight time: 15 minutes

Medical

Using Medical Interactions

Flight time: 20 minutes

Medical

Microsoft Outlook

Flight time: 20 minutes

My Schedule

Introduction to Opportunity Management

Flight time: 20 minutes

Opportunity Management

Introduction to Order Management

Flight time: 20 minutes

Order Management

Introduction to Patient CRM

Flight time: 20 minutes

Patient CRM

Patient Adherence Check-Ins

Flight time: 30 minutes

Patient CRM

Patient Intake

Flight time: 15 minutes

Patient CRM

Introduction to Product Catalog

Flight time: 20 minutes

Products

Introduction to Product Metrics

Flight time: 20 minutes

Products

Multi-Indication Management

Flight time: 20 minutes

Products

Introduction to Sampling

Flight time: 25 minutes

Sampling

Ensuring Sampling Meets MCSR Requirements

Flight time: 25 minutes

Sampling

Understanding the Sampling Process

Flight time: 35 minutes

Sampling

Service Center Introduction

Flight time: 20 minutes

Service Center

Completing Outbound Target Outreach in Service Center

Flight time: 15 minutes

Service Center

Creating Inbound Service Center Cases

Flight time: 15 minutes

Service Center

Managing Inbound Service Center Cases

Flight time: 15 minutes

Service Center

Introduction to Standard Metrics

Flight time: 35 minutes

Standard Metrics

Introduction to Suggestions

Flight time: 20 minutes

Suggestions

Suggestion Surveys

Flight time: 20 minutes

Suggestions

Suggestion Types and Visibility

Flight time: 15 minutes

Suggestions

Introduction to Surveys

Flight time: 15 minutes

Surveys

Sync

Flight time: 30 minutes

Sync

Introduction to X-Pages

Flight time: 20 minutes

X-Pages

Introduction to X-Pages Studio

Flight time: 15 minutes

X-Pages

Using X-Pages Business Portal

Flight time: 30 minutes

X-Pages

X-Pages Studio Template Library

Flight time: 20 minutes

X-Pages

Results