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.

Default Functionality

Customizing MyInsights

• Deep Linking in MyInsights
• Requesting Location via MyInsights

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

Advanced Functionality

Customizing MyInsights

• Integrating External Data with MyInsights
• Inline Editing for MyInsights Content

Viewing MyInsights

• Viewing MyInsights Content on iPhone
• Managing Visibility to MyInsights Content

MyInsights Visualizations

• Using the Veeva-Provided Custom MyInsights Account Plan Page
• 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