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(53)
Account Plans(1)
Accounts(3)
Analytics(1)
Approved Email(6)
Approved Notes(1)
CLM(3)
Consent Capture(1)
Cycle Plans(1)
Engage(8)
Events Management(1)
Getting Started(1)
Integration(1)
Medical(2)
My Schedule(1)
Opportunity Management(1)
Patient CRM(1)
Products(3)
Sampling(3)
Service Center(4)
Standard Metrics(1)
Suggestions(3)
Surveys(1)
Sync(1)
Veeva AI(1)
X-Pages(4)
Account List and Views
Flight time: 20 minutes
Accounts
Account Plans Introduction
Flight time: 45 minutes
Account Plans
Account Profiling
AI Agents
Veeva AI
Appointment Booking
Engage
Approved Email Deliverability
Approved Email
Approved Email Introduction
Flight time: 15 minutes
Auto-Publishing
Flight time: 25 minutes
CLM
Building HCP Relationships with Engage Connect
Configuring WhatsApp Business Messaging
Consent Capture Introduction
Consent Capture
Creating Custom Presentations in CLM
Data Grid Loader
Getting Started
Editing Templates in BEE
Engage Meeting Introduction
Ensuring Regulatory Compliance with Approved Notes
Flight time: 30 minutes
Approved Notes
Ensuring Sampling Meets MCSR Requirements
Sampling
Events Management Introduction
Events Management
Key Medical Insights Introduction
Medical
Microsoft Outlook
My Schedule
Microsoft Teams
Multichannel Cycle Plans Introduction
Cycle Plans
Multi-Indication Management
Products
Network Hierarchy Explorer
Integration
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
Sending Approved Emails
Service Center Introduction
Service Center
Creating Inbound Service Center Cases
Managing Inbound Service Center Cases
Completing Outbound Target Outreach in Service Center
Sharing CLM Content with Engage
Signing with Engage
Stakeholder Navigator
Flight time: 35 minutes
Standard Metrics Introduction
Standard Metrics
Suggestions Introduction
Suggestions
Suggestion Surveys
Suggestion Types and Visibility
Surveys Introduction
Surveys
Sync
Testing Approved Emails
Tracking CLM Activity with Reporting
Understanding the Sampling Process
Using Medical Interactions
Using X-Pages Business Portal
X-Pages
WhatsApp Business Messaging
X-Pages Introduction
X-Pages Studio Introduction
X-Pages Studio Templates
Results
