Approved Links Overview

Approved Links are a compliant way to remotely complete various Veeva CRM transactions with accounts using any communication channel. Each Approved Links transaction is a unique link that can be shared with an account through any messaging service or application, for example, Email, Text, or Microsoft Teams Chat. Accounts receive the link, open it, and complete the transaction through their device’s web browser. Transaction results are automatically written into Veeva CRM.

Approved Links can be used in the following places in CRM: