Table of Contents
| Getting Started |
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| Setting Up Veeva CRM |
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| Understanding Field Names, Labels, and Types |
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| Salesforce.com Standard Fields |
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| Veeva CRM Standard Fields |
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| Veeva CRM Marker Fields |
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| Custom Fields |
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| Setting up a CRM Sandbox Org |
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| Configurable Lookup Filters and Layouts |
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| Data Loading in CRM |
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| Veeva Messages |
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| Managing the Veeva CRM Cache |
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| Process Scheduler |
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| Personal Data and Data Privacy |
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| Veeva Custom Settings |
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| Section Signals |
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| Administrative Do's and Don'ts |
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| Security in Veeva CRM |
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| Authentication Overview |
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| Delegated Authentication in CRM for iPad |
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| Delegated Authentication for Veeva CRM via MDM |
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| OAuth 2.0 Authentication for Veeva CRM |
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| Enabling OAuth 2.0 Authentication for Veeva CRM Online |
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| Deploying Veeva CRM on iOS with OAuth 2.0 Support (MDM/MAM) |
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| Touch ID and Face ID Authentication |
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| Mobile Device Setup |
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| Sync |
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| Using Autosync |
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| Non-Blocking Sync |
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| Using Incremental Sync |
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| Using the Sync Widget |
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| Managing Sync Settings |
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| Performing a Database Refresh |
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| Using VMobile Object Configurations |
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| Tracking Sync Activity |
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| Handling Sync Errors |
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| CRM for iOS |
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| Installing CRM via the App Store |
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| Managing Veeva CRM Installations with Mobile Device Management (MDM) |
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| Signing In with MFA and Custom Domain |
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| Signing into the iOS Application |
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| Using the Embedded Web Browser |
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| Using the Go Online Button |
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| Saving Passwords to iOS Keychain |
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| Managing Push Notifications |
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| Generating Push Notification Certificates |
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| CRM Mobile Application Home Page |
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| Managing Tab Visibility and Display Order |
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| Uploading Documents, Attachments, and Salesforce Files |
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| Managing Documents and Attachments Offline |
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| Offline Validation Rules |
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| Displaying Time Zones |
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| Syncing Metadata Between Vault and CRM |
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| Child Accounts in Veeva CRM |
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| User Interface Enhancements |
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| Sunrise Bar |
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| Secondary Navigation Bar |
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| Page Level Notifications |
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| Updating Veeva CRM on Windows Desktop |
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| Supported Salesforce Functionality |
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| Lightning |
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| Using Salesforce Files in Veeva CRM with Lightning |
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| Attaching Salesforce Files on Mobile Devices |
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| Lightning Business Apps |
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| Lightning for Medical Inquiry |
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| Salesforce Help Guide |
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| SFDC Shield |
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| SFDC My Domain |
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| SFDC Settings |
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| Core CRM |
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| Accounts |
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| Core Accounts |
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| Initial Configuration |
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| Accounts Users and Roles |
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| Accounts Components |
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| Configuring Accounts |
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| Default Functionality |
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| Record Types in Accounts |
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| Disabling the Create Button for Accounts |
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| Displaying the Primary Parent with a Business or Person Account's Name |
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| Working with Territory Fields |
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| Viewing the Account Timeline |
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| Account Overview Panels |
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| Searching for Accounts |
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| Improved Account Picker |
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| Improved Account Picker for Call Attendees |
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| Using the Account Details Screen |
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| Referencing Office Best Times for Accounts |
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| Global Account Browse |
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| Using Addresses in Accounts |
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| Working with Child Accounts |
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| Displaying Account Maps |
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| Account Deep Linking |
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| Displaying the Multichannel Calendar |
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| Veeva ID |
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| Advanced Functionality |
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| Stamping Country Information for Account and User |
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| Formatting HCP Display Names |
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| Displaying Additional Sphere of Influence Fields |
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| Displaying an Affiliation Count in Sphere of Influence |
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| Using Bookmarks for Account Filters in Sphere of Influence |
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| Dynamic Attributes for Accounts |
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| Merging Duplicate Account or Contact-Related Records |
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| Retaining GPS Coordinates When Modifying an Address |
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| Geocoding Missing Address Coordinates |
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| Enabling Address Inheritance Support |
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| Adding the Business Professional Entity Record Type |
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| Global Account Search |
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| Redirecting the New Account Button to Global Account Search |
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| Decoupled DCR Support for the GAS New Account Button |
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| Customized Columns and Preview Pane |
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| Decoupled Data Change Requests |
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| Displaying the Formulary Matrix |
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| Prescriber Level Formulary |
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| Stakeholder Navigator |
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| Managing Affiliations in Stakeholder Navigator |
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| Customizing Account Fields in Stakeholder Navigator |
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| Cross-Hierarchy Affiliations in Stakeholder Navigator |
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| Displaying Child Accounts for an Account Hierarchy |
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| Viewing Multichannel Activities on the Account Timeline |
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| Displaying Calls Related Lists for Accounts |
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| Enabling MyInsights Custom Account Visualizations |
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| Integrating Veeva Link with a MyInsights Account Page |
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| Displaying Aggregate Spend Icons |
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| Veeva CRM Campaigns |
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| Patient Journey |
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| Customer Journey Data Model |
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| Account Wizards |
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| Default Functionality |
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| New Account Wizard |
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| Parent Account Wizard |
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| New Record Type Wizard |
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| Duplicate Record Checking in Account Wizards |
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| Auto-Creating Affiliations in Account Wizards |
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| Advanced Functionality |
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| Previewing an Account During Creation |
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| Account Hierarchy in Account Wizards |
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| Using Custom Account Record Types with the New Record Type Wizard |
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| Capturing State License Information in Account Wizards |
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| My Accounts |
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| Default Functionality |
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| Creating Accounts and Related Data |
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| Using the Account Details Screen |
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| Account Lists and Views |
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| Visibility of Accounts and Territories |
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| Scheduling a Call in My Accounts |
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| Sticky Sort Order for My Accounts |
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| Account Filter Recall |
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| Regional Manager Governors in My Accounts |
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| My Accounts Alphabar on iPad |
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| Lightning for My Accounts |
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| Child Accounts in Lightning for My Accounts |
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| Advanced Functionality |
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| Managing Dynamic Attributes in My Accounts |
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| Displaying the Engage Profile Indicator on Accounts |
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| Configuring the My Accounts Display |
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| Moving Between Account Lists and Account Views |
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| Identifying Accounts with Account Identifier or Account Name Expansion |
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| Account Planning and Execution |
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| Default Functionality |
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| Account Plans |
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| Advanced Functionality |
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| Account Plan Sharing |
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| Account Plan Notes |
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| Apply Product Plan Button |
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| Calculating Account Plan Progress Using the Account Plan Hierarchy |
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| Supporting Custom Objects in the Account Plan Hierarchy |
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| Managing Call Objectives in Plan Tactics |
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| Product Plans |
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| Product Tactics and Strategies |
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| Using the Apply Product Plan Function |
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| Account Hierarchy Overlay |
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| Account Plan Deep Cloning |
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| Account-Based Selling |
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| Account Tactics |
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| Plan Tactics |
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| Using the Veeva-Provided Custom MyInsights Account Plan Page |
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| Using Action Items for KAMs |
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| Working with Multiple SWOT and Goal Records |
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| Exporting Account Plans to PowerPoint |
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| Timeline View |
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| Default Functionality |
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| Using the Timeline View |
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| Advanced Functionality |
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| Setting the Timeline as the Default View for an Account |
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| Default Account Profile |
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| Timeline FiItering |
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| Multichannel Activities on the Account Timeline |
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| Using Thumbnails in the Timeline View |
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| Displaying the Suggestion Insights Overview Panel |
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| Reviewing Sent Emails in the Account Timeline |
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| Preventing Email Activity from Displaying on the Timeline |
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| Creating Medical Inquiries from the Account Profile View |
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| Clinical Trial and Publication Details on the Account Timeline |
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| Suggestions |
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| Initial Configuration |
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| Suggestions Users and Roles |
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| Suggestions Components |
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| Suggestions Initial Configuration |
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| Default Functionality |
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| Home Page Tile |
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| Account Profile Panels |
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| Scheduling a Call from a Suggestion |
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| Sending an Email from a Suggestion |
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| Assigning a Call Objective to a Suggestion |
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| Score and Sort Order |
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| Assigning a Suggestion as an Insight |
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| Expiration Dates for Suggestions |
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| Displaying the Feedback Dialog |
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| Advanced Functionality |
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| Associating a Driver with a Suggestion |
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| Suggestion Surveys |
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| Dismissing a Suggestion |
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| Marking a Suggestion as Complete |
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| Suggestions Preferences |
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| Territory Management |
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| Components of Territory Management |
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| Territory Management Best Practices |
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| Aligning Accounts to Territories |
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| Zip-to-Terr Alignment |
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| Brick-based Alignments |
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| Using the Account Territory Loader |
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| Testing and Implementing Alignments |
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| Removing Accounts from Territories |
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| Aligning Territories via External Systems |
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| Tracking Manual Territory Alignment History |
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| Sphere of Influence |
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| Managing Account Hierarchies |
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| Accounts Platforms |
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| Products |
|
| Initial Configuration for Product Catalog |
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| Users and Roles for Product Catalog |
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| Product Catalog Components |
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| Configuring the Product Catalog |
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| Default Functionality for the Product Catalog |
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| Creating Products in the Product Catalog |
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| Using the My Setup Page |
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| Aligning Promotional Items and BRCs by User |
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| Customizing Product Sort Order |
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| Advanced Functionality for Products |
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| Using the Product Identifier to Search |
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| Using Detail Groups and Detail Topics |
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| Using Product Groups for Order Management |
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| Using Product Groups for Inventory Monitoring |
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| Grouping Products to Support Indication-, Molecule-, and Species-Based Sales Orgs |
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| Product Metrics for Account Profiles |
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| Creating Product-Specific Metric Configurations |
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| Using Product Metrics with Detail Groups and Detail Topics |
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| Product Metrics for Child Accounts |
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| Products Platforms |
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| Calls |
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| Call Planning |
|
| Initial Configuration for Call Planning |
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| Users and Roles in Call Planning |
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| Components of Call Planning |
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| Configuring Call Planning |
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| Lightning for My Schedule |
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| Default Functionality for Call Planning |
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| Scheduling Calls and Activities |
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| Viewing and Searching Accounts in My Schedule |
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| Filtering Accounts in My Schedule |
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| Viewing Account Identifiers and Addresses in My Schedule |
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| Scheduling Calls |
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| Scheduling Calls in Agenda or Day View |
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| Scheduling Calls in Week View |
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| Scheduling Calls in Scheduler View |
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| Scheduling Calls in Month View |
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| Referencing Office Best Times for Accounts |
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| Scheduling Calls with Office Best Times |
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| Creating Calendar Entries in My Schedule |
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| Managing Scheduled Calls and Activities |
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| Managing Calls and Calendar Entries in My Schedule |
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| Managing Calls and Activities in Agenda or Day View |
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| Managing Calls and Activities in Week View |
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| Managing Calls in Scheduler View |
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| Managing Calls and Activities in Month View |
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| Managing Calls in the Salesforce Calendar |
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| Color Coding Planned Calls in My Schedule |
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| Viewing Users' Calendars with Manager View |
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| Sending Addresses to Maps |
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| Advanced Functionality for Call Planning |
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| Scheduling Calls and Activities |
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| Using the Business Calendar |
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| Creating Custom My Schedule Filters |
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| MCCP Filtering in My Schedule |
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| Bookmarking Filters in My Schedule |
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| Setting Bookmarks in Classic Cycle Plans |
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| Viewing Custom Information with Display-By |
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| Displaying Account Hierarchies in My Schedule |
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| Enabling My Schedule Map View |
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| Managing Call Cycles |
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| Managing Call Cycles for Child Accounts |
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| Displaying Office Best Times for Child Accounts |
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| Displaying Call Conflict Warnings |
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| Creating Unavailable Time Slots in My Schedule |
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| Creating Time Off Territory in My Schedule |
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| Creating Unavailable Time Slots from Time Off Territory |
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| Preventing Duplicate Time Off Territory Entries |
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| Including Weekend Days in Time Off Territory |
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| Displaying Warnings for Weekend Time Off Territory |
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| Managing Scheduled Calls and Activities |
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| Enabling Call Booking Support |
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| Sharing Calendars |
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| Viewing External Calendars in My Schedule |
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| Viewing Apple Calendars in My Schedule |
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| Associating Saved CLM Activity with Accounts in My Schedule |
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| Displaying Events in My Schedule |
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| Displaying Events in My Schedule for Event Team Members |
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| Viewing Attendee Count and Details in My Schedule |
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| Call Planning Platforms |
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| Call Reporting |
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| Initial Configuration |
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| Components of Call Reporting |
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| Configuring Call Reporting |
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| Default Functionality |
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| Scheduling and Planning a Call |
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| Call Report Entry Points |
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| Call Categories |
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| Executing a Call |
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| Populating the Call Header |
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| Selecting a Call Channel |
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| Selecting a Call Address |
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| Adding a New Address |
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| Selecting a Territory |
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| Selecting a Call Datetime |
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| Capturing Call Activities |
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| Adding Call Attendees |
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| Detailing Products on the Call Report |
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| Capturing Product Discussions on the Call Report |
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| Using Key Messages on the Call Report |
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| Adding Post Call Information |
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| Recording Expenses on the Call Report |
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| Attaching Files to a Call Report |
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| Using the More Actions Button |
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| Saving a Call Report |
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| Submitting a Call |
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| Submitting a Call Report |
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| Unlocking Submitted Calls |
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| Advanced Functionality |
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| Scheduling and Planning a Call |
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| Additional Call Entry Points |
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| Viewing Custom Fields in the Cycle Plan Target Popup |
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| Displaying Product Priority |
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| Executing a Call |
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| Populating the Call Header |
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| Standard Metrics Call Channel |
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| Selecting a Call Channel |
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| Auto-Populating the Call Channel |
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| Restricting Call Channels |
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| Selecting the Call Report Record Type |
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| Selecting the Call Location |
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| Requiring Users to Select a Call Address |
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| Call Address Dependency |
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| Maintaining Separate Call and Signature Datetimes |
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| Capturing the Call Date Only |
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| Limiting Call Backdating |
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| Capturing Call Activities |
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| High Performance Call Report |
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| Call Reporting with Child Accounts |
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| Call Reporting with Events |
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| Stamping Suggestion Title and Reason on the Call Report |
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| Displaying MyInsights Content on the Call Report |
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| Displaying Additional Information on the Call Report |
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| Using Action Items on the Call Report |
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| Capturing Unique Information for Group Call Attendees |
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| Displaying Cycle Plan Products on the Call Report |
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| Customizing Product Discussions on the Call Report |
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| Deselecting CLM Product Details on the Call Report |
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| Requiring Medical Discussions on the Call Report |
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| Customizing Key Messages |
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| Targeting Key Messages to Accounts |
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| Capturing Signatures on the Call Report |
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| Capturing Electronic Signatures for Sampling |
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| Capturing Signatures for Calls Without Samples |
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| Swapping the Signee |
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| Stamping the Signature Location on the Call Report |
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| Viewing Captured Signatures |
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| Customizing the Signature Page |
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| Modifying the Signature Disclaimer |
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| Displaying Country-Specific Disclaimers |
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| Displaying HCP Information on the Signature Page |
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| Displaying a Marketing Banner |
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| Viewing Survey Targets on the Call Report |
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| Using Pre-Call Notes and Next Call Notes |
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| Adding Post Call Information |
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| Recording Call Expenses in Multiple Currencies |
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| Attaching Expense Receipts for Call Reporting with SAP Concur |
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| Creating Follow-up Activities on the Call Report |
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| Restricting Calls and Products |
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| Restricting Calls by Account |
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| Restricting Calls by Account Record Type |
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| Restricting Products by Account |
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| Displaying Product Restrictions on the Account Overview Page |
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| Defining Allowed Products |
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| Displaying Allowed Products on the Account Overview Page |
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| Submitting a Call |
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| Capturing GPS Coordinates on the Call Report |
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| Limiting Past Call Submission |
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| Hiding the Submit Button Online |
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| Deleting or Archiving Calls |
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| Call Reporting Platforms |
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| Call Sampling |
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| Initial Configuration |
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| Users and Roles in Call Sampling |
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| Components of Call Sampling |
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| Configuring Call Sampling |
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| Configuring Products for Call Sampling |
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| Configuring Sample Requests (BRCs) for Users |
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| Default Functionality |
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| Recording Sample Disbursements |
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| Selecting Products |
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| Selecting Sample Recipients on Standard Group Calls |
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| Creating Sample Requests/BRCs |
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| Saving a Call with Samples |
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| Capturing Signatures for Sampling |
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| Capturing Electronic Signatures for Sampling |
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| Capturing Remote Signatures for Sampling Using Share Link |
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| Paper-Based Sampling |
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| Validating Samples on Signature Capture |
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| Submitting a Call with Samples |
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| Submitting a Call with Samples |
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| Canceling Sample Requests/BRCs |
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| Advanced Functionality |
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| Recording Sample Disbursements |
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| Using Barcodes to Record Call Samples |
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| Adding Multiple Products to the Call Report |
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| Sampling with Specific Regulatory Requirements |
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| Controlled Substance Sampling |
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| Enabling Controlled Substance Sampling |
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| Capturing and Validating CDS License Information |
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| Restricting Sampling by Account Credentials and State |
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| Restricting Controlled Substance Delivery by State |
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| Removing ASSMCA License Validation |
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| Sampling with Mid-level Practitioners |
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| Sampling without License Restrictions |
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| Sampling Non-PDMA Regulated Products |
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| Cold Chain Sampling |
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| Supporting State Distributor License Validation |
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| Displaying the State Distributor License Status Indicator |
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| Selecting an Address for State Distributor License Validation |
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| Viewing Sample Limits on the Call Report |
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| Displaying Sample Warning Indicators |
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| Preventing Negative Sample Inventory |
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| Shipping Sample Requests/BRCs |
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| Shipping Sample Requests (BRCs) to Business Locations |
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| Restricting Sample Send Addresses |
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| Capturing Acknowledgement of Content |
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| Customizing Call Sampling with Section Signals |
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| Capturing Custom Text |
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| Capturing Signatures for Sampling |
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| Capturing a Signature for Sample Opt-In |
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| Capturing Remote Signatures for Sampling in Engage Meeting |
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| Submitting a Call with Samples |
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| Creating Sample Transactions on Save vs. Submit |
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| Creating Sample Transactions on Sign Save |
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| Creating Sample Transactions on Save |
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| Generating Printable Sample Receipts |
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| Call Sampling Platforms |
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| Call Objectives |
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| Using Call Objectives |
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| Call Objective Types |
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| Recording Calls from a Call Objective |
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| Display Order for Call Objectives |
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| Displaying Call Objective Messages |
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| Prerequisite Call Objectives |
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| Business Events |
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| Call Objectives Platforms |
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| Sample Management |
|
| Initial Configuration |
|
| Users and Roles in Sample Management |
|
| Components of Sample Management |
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| Configuring Sample Management |
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| Default Functionality |
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| Managing Sample-Related Data |
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| Creating Records for Sample Management |
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| Managing Picklist and Field Values for Sampling |
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| Managing HCP License Information |
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| Recording Sample Transactions |
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| Transferring Sample Lots To Users |
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| Confirming Product Receipt |
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| Transferring Products |
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| Creating Product Adjustments |
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| Disbursing Products with Call Sampling |
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| Returning Products |
|
| Managing Sample Inventory |
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| Capturing Inventories |
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| Capturing Inventories for Other Users |
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| Activating and Deactivating Sample Lots |
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| Requesting Sample Lots |
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| Supporting Sample Audits |
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| Maintaining Sample Data Integrity |
|
| Unlocking Submitted Sample Transaction and Inventory Records |
|
| Advanced Functionality |
|
| Managing Sample-Related Data |
|
| Managing Non-Sample Products |
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| Grouping Sample Products |
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| Recording Sample Transactions |
|
| Grouping Sample Receipts |
|
| Requiring Users to Manually Confirm Sample Quantities |
|
| Multi-Line Transactions |
|
| Capturing Custom Text |
|
| Supporting State Distributor License Validation |
|
| Displaying the State Distributor License Status Indicator |
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| Selecting an Address for State Distributor License Validation |
|
| Cold Chain Sampling |
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| Capturing Acknowledgement of Content |
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| Printing Acknowledgement of Content Receipts |
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| Generating Package Labels for Sample Transfers and Returns |
|
| Managing Sample Inventory |
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| Inventory Ordering |
|
| Displaying the Negative Sample Warning Indicator |
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| Printing Inventory Worksheets |
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| Restricting Sampling |
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| Requiring Sample Opt-In |
|
| Capturing Remote Signatures for Sample Opt-In |
|
| Creating Sample and Product Limits |
|
| Using Sample Limit Templates |
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| Viewing Sample Limits on the Call Report |
|
| Supporting Sample Audits |
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| Enabling Sample Audits |
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| Sample Management Platforms |
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| Approved Notes |
|
| Initial Configuration |
|
| Users and Roles in Approved Notes |
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| Components of Approved Notes |
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| Configuring Approved Notes |
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| Default Functionality |
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| Creating Monitoring Rules |
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| Creating Monitored Phrases |
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| Using Monitored Text to Review Approved Notes Violations |
|
| Reviewing Approved Notes Monitoring Results |
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| Using the Job History Table in Approved Notes |
|
| Advanced Functionality |
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| Creating Country-Specific Approved Notes Rules |
|
| Using Product-Specific Monitoring Rules |
|
| Approved Notes Platforms |
|
| Order Management |
|
| Initial Configuration |
|
| Users and Roles in Order Management |
|
| Components of Order Management |
|
| Configuring Order Management |
|
| Default Functionality |
|
| Managing List Price Rules |
|
| Creating Orders |
|
| Mass Add Products for Offline Orders |
|
| Mass Entry Mode for Online Orders |
|
| Cloning Orders |
|
| Creating Orders from a CLM Presentation |
|
| Changing Order Line Column Widths |
|
| Advanced Functionality |
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| Pricing Guide |
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| Price Books |
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| Linking Price Books to Wholesalers |
|
| Selecting Wholesaler Best Pricing/List Price |
|
| Best Price Logic |
|
| Final Net Price |
|
| Suggested Retail Price |
|
| Product Bundling for Pricing-bound Product Group Level Discounts |
|
| Product Kits |
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| Bundle Packs |
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| Enhanced Bundle Packs |
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| Cross-Product Rebates |
|
| Discounting Orders Based on Inventory Monitoring |
|
| Brand and Product Group Discount Override Support |
|
| Pricing Rules |
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| Brand Level Pricing Rules |
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| Delivery Discount Pricing Rules |
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| Delivery Period Rules |
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| Discount Rules |
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| Free Goods Rules |
|
| Percentage of Free Goods Rules |
|
| Limit Rules |
|
| Managing List Price Rules |
|
| Product Group Level Rules |
|
| Payment Terms Rules |
|
| Associating Pricing Rules to Accounts and Account Groups |
|
| Combining Pricing Rules |
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| Pricing Rules with Product Kits |
|
| Chain Pricing Rules |
|
| Upselling Suggestions in Pricing Rules |
|
| Order Entry |
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| Single Line Order Entry |
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| Direct Quantity Order Entry |
|
| Creating Orders from High Performance Call Report |
|
| Saving Valid Lines with Mass Add Products |
|
| Order Line Delivery Splitting |
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| Order Delivery Date Splitting |
|
| Manual Allocation of Free Goods |
|
| Multiple Recipients for Fulfillment Orders |
|
| Payers and Delivery Location |
|
| Custom Sort of Product Lists |
|
| Fixed Units of Measure on Order Lines |
|
| Order Assortments |
|
| Order Signature Capture |
|
| Printable Orders |
|
| Defaulting an Account Partner |
|
| Custom Product and Order Information |
|
| Order Rounding Modes |
|
| Order Campaign Support |
|
| Product Thumbnails |
|
| Order Management Product Views |
|
| Adding Recommended Order Quantities |
|
| Product-Bound Order Assortments |
|
| Transfer Orders |
|
| Selecting Wholesaler Priority |
|
| Using Mass Add Products with CLM |
|
| Navigation for Orders with CLM |
|
| Enforcing Order Review Using MyInsights |
|
| Viewing Inventory Monitoring Information in an Order |
|
| Order Pull-In Fields |
|
| Processing |
|
| Order Management Approvals |
|
| Payment Terms |
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| Payment Terms per Delivery |
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| Unlocking Orders |
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| Order Soft Delete |
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| Review and Analyze |
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| Enforcing Order Review Using MyInsights |
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| Using the Veeva-Provided Custom MyInsights Product Group Subtotals Page |
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| Veeva CRM APIs |
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| Order Management Platforms |
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| Inventory Monitoring |
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| Initial Configuration |
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| Users and Roles in Inventory Monitoring |
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| Inventory Monitoring Components |
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| Configuring Inventory Monitoring |
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| Default Functionality |
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| Contract Products Mass Add Mode |
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| Offline Mass Add Mode |
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| Continuous Inventory Monitoring |
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| Using the Inventory Monitoring History Tab |
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| Advanced Functionality |
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| Capture and Attach Photos for Inventory Monitoring |
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| Inventory Monitoring Assortments |
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| Linking Inventory Monitoring with Call Objectives |
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| Inventory Monitoring Types Per Account |
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| Photo Tagging for Inventory Monitoring |
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| Using Planograms to Monitor Inventory |
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| Inventory Monitoring Platforms |
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| Contracts |
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| Contract Architecture |
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| Contract Lifecycle |
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| Contract Components |
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| Configuring Contracts |
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| Contract Templates |
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| Creating Contracts from Call Objectives |
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| Defining Valid Time Frames on Contract Lines |
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| Capturing and Displaying Signatures on Contract Partner Records |
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| Contract Batch Process |
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| Contracts Platforms |
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| Cycle Plans |
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| Classic Cycle Plans |
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| Initial Configuration for Classic Cycle Plans |
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| Users and Roles in Classic Cycle Plans |
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| Components of Classic Cycle Plans |
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| Configuring Classic Cycle Plans |
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| Default Functionality for Classic Cycle Plans |
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| Data Loading a Classic Cycle Plan |
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| Manually Creating a Classic Cycle Plan |
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| Adding an Account List to a Cycle Plan |
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| Displaying the Remaining Call Count for a Classic Cycle Plan |
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| Monitoring Classic Cycle Plan Progress |
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| Using Classic Cycle Plans in My Schedule |
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| Advanced Configuration for Classic Cycle Plans |
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| Creating Account-Level Cycle Plans |
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| Setting Bookmarks in Classic Cycle Plans |
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| Activating Cycle Plan Batch Processes |
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| Excluding Products from a Classic Cycle Plan |
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| Real-Time Calculations for Classic Cycle Plans |
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| Customizing Heading Labels for Cycle Plan Targets |
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| Customizing Fields for Classic Cycle Plan Targets |
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| Multichannel Cycle Plans |
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| Initial Configuration for MCCP |
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| Multichannel Cycle Plans Users and Roles |
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| Components of Multichannel Cycle Plans |
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| Configuring Multichannel Cycle Plans |
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| Default Functionality for MCCP |
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| Data Loading a Multichannel Cycle Plan |
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| Manually Creating a Multichannel Cycle Plan |
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| Using the Multichannel Cycle Plan Admin Console |
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| Working with the MCCP Interface |
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| Calculating Over Reached and Under Reached Thresholds for Cycles |
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| Working with MCCP Status Fields |
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| Navigating to Target Detail from My Plans |
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| Supporting Detail Groups |
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| Scheduling Calls for MCCP Targets |
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| Detailing Priority on the MCCP Target |
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| Displaying the Last Activity Date for Each Channel and Product |
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| Indicating MCCP Goals by Priority in a Single Call Channel |
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| Setting MCCP Goals for a Detail Group |
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| Locking Multichannel Cycle Plans |
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| Merging Accounts with MCCP Records |
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| Advanced Configuration for MCCP |
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| Capping Activity and Targets |
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| Supporting MCCP Child Accounts |
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| MCCP Filtering by Product-Specific Metrics |
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| Editing MCCP Goals |
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| Adding Team-Based Goals |
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| Supporting Pull-In Fields for MCCP |
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| Classic Cycle Plans Platforms |
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| MCCP Platforms |
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| Surveys |
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| Initial Configuration |
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| Users and Roles in Surveys |
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| Components of Surveys |
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| Configuring Surveys |
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| Default Functionality |
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| Creating a Survey |
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| Data Loading Surveys |
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| Creating Survey Questions |
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| Creating Questions for Individual Surveys |
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| Using the Question Bank |
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| Using Branching Survey Questions |
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| Adding Segments to a Survey |
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| Adding Survey Channels |
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| Adding Survey Targets |
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| Adding Assignment Rules to Surveys |
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| Selecting Territories for Surveys |
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| Publishing a Survey |
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| Receiving Email Notification of a Published Survey |
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| Unlocking and Republishing a Survey |
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| Surveys Privacy Settings |
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| Executing a Survey |
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| Monitoring Survey Results |
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| Linking Survey Targets to Calls |
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| Advanced Functionality |
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| Increasing the Number of Survey Questions |
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| Supporting Currency Answers in Surveys |
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| Supporting Child Accounts in Surveys |
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| Creating Surveys for Internal Use |
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| Surveys in Approved Email |
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| Viewing Survey Targets on the Call Report |
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| Surveys Platforms |
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| Medical Inquiries |
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| Medical Inquiries Initial Configuration |
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| Components of a Medical Inquiry |
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| Medical Inquiry Lifecycle |
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| Medical Inquiries Veeva Settings |
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| Configuring Medical Inquiries |
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| Default Functionality for Medical Inquiries |
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| Creating a Medical Inquiry |
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| Customizing the Signature Page |
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| Configuring Signature Audit |
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| Modifying the Account Relationship |
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| Medical Inquiry Fulfillment |
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| Lightning for Medical Inquiry |
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| Medical Inquiry Files |
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| Advanced Functionality for Medical Inquiries |
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| Configuring the Detail Page |
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| Configuring Multiple Product Inquiries |
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| Configuring Print Receipts |
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| Configuring Call Creation from a Medical Inquiry |
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| Sending Approved Emails from a Medical Inquiry |
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| Viewing Medical Inquiries from Vault Medical |
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| Medical Inquiry Fulfillment Response Method |
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| Displaying Medical Inquiry Attachments |
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| Creating Medical Inquiries for Child Accounts |
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| Medical Inquiry Platforms |
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| Medical Events |
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| Medical Events Platforms |
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| Configuring Medical Events |
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| Record a Call |