Supported MyInsights Functionality on CRM iPhone

Content developers can customize Veeva's out-of-the-box visualizations or create dynamic and interactive custom content integrated with external sources. Admins can override profiles with dedicated MyInsights pages and manage user visibility to specific content.

Viewing MyInsights

• Setting the Default MyInsights Account Profile
• Setting the Default MyInsights KOL Profile
• Setting the Default MyInsights Landing Screen for Veeva CRM
• Sharing MyInsights Content
• Viewing MyInsights Content on iPhone
• Managing Visibility to MyInsights Content

Customizing MyInsights

• Integrating External Data with MyInsights
• Inline Editing for MyInsights Content
• Translating MyInsights Tab Names
• Requesting Location via MyInsights
• Deep Linking in MyInsights
• Integrating Veeva Link with CRM MyInsights

MyInsights Visualizations

• Using the Veeva-Provided Custom MyInsights Account Sales Page
• Using the Veeva-Provided Custom MyInsights Interaction Summary Page
• Using the Veeva-Provided Custom MyInsights KOL Profile Page
• Using the Veeva-Provided Custom MyInsights Medical Page
• Using the Veeva-Provided Custom MyInsights Territory Insights Page