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(59)
Account Plans(1)
Accounts(3)
Analytics(1)
Approved Email(6)
Approved Notes(1)
CLM(3)
Consent Capture(2)
Cycle Plans(1)
Engage(8)
Events Management(2)
Getting Started(1)
Integration(2)
Medical(2)
My Schedule(1)
Opportunity Management(1)
Order Management(1)
Patient CRM(1)
Products(3)
Sampling(3)
Service Center(4)
Standard Metrics(1)
Suggestions(3)
Surveys(1)
Sync(1)
Veeva AI(2)
X-Pages(4)
Introduction to Account Plans
Flight time: 45 minutes
Account Plans
Account List and Views
Flight time: 20 minutes
Accounts
Account Profiling
Stakeholder Navigator
Flight time: 35 minutes
Introduction to Reports and Dashboards
Flight time: 25 minutes
Analytics
Introduction to Approved Email
Flight time: 15 minutes
Approved Email
Editing Templates in BEE
Recommended Email
Sending Approved Emails
Testing Approved Emails
Approved Email Deliverability
Ensuring Regulatory Compliance with Approved Notes
Flight time: 30 minutes
Approved Notes
Auto-Publishing
CLM
Creating Custom Presentations in CLM
Tracking CLM Activity with Reporting
Introduction to Consent Capture
Consent Capture
Customizing Consent Capture
Introduction to Multichannel Cycle Plans
Cycle Plans
Introduction to Engage Meeting
Engage
Appointment Booking
Microsoft Teams
Signing with Engage
Building HCP Relationships with Engage Connect
Configuring WhatsApp Business Messaging
Sharing CLM Content with Engage
WhatsApp Business Messaging
Introduction to Events Management
Events Management
Approval Workflows
Data Grid Loader
Getting Started
Introduction to Veeva Network MDM Integration
Integration
Network Hierarchy Explorer
Introduction to Key Medical Insights
Medical
Using Medical Interactions
Microsoft Outlook
My Schedule
Introduction to Opportunity Management
Opportunity Management
Introduction to Order Management
Order Management
Introduction to Patient CRM
Patient CRM
Introduction to Product Catalog
Products
Introduction to Product Metrics
Multi-Indication Management
Introduction to Sampling
Sampling
Ensuring Sampling Meets MCSR Requirements
Understanding the Sampling Process
Service Center Introduction
Service Center
Completing Outbound Target Outreach in Service Center
Creating Inbound Service Center Cases
Managing Inbound Service Center Cases
Introduction to Standard Metrics
Standard Metrics
Introduction to Suggestions
Suggestions
Suggestion Surveys
Suggestion Types and Visibility
Introduction to Surveys
Surveys
Sync
AI Agents
Veeva AI
Voice Agent
Introduction to X-Pages
X-Pages
Introduction to X-Pages Studio
Using X-Pages Business Portal
X-Pages Studio Template Library
Results
