Question:

How to establish an Engage connection using the Share Engage Invite Link option?

Answer:

If an HCP does not have the Veeva Engage App installed on their device when they first access an invite link sent by a Rep user, no connection is being created despite installing the app after clicking the Engage invite URL.

Per a current limitation, it is not possible to carry the connection through the app installation process. 

This is a one-time inconvenience that can be bypassed using a certain method and flow to create Engage connection between a Rep user and an HCP:

1. Navigate to the HCP as a Rep user in Veeva CRM.
2. Click on the three dots in the top right corner and select the 'Share Engage Invite Link' option.
3. Copy the invite link and share it with the HCP via email.
4. Access the URL from the email as the HCP.
5. Open with Safari, and download the Veeva Engage App.
6. Once installed, log into the Veeva Engage app as the HCP.
7. Close all tabs (browser, Gmail, etc.)
8. Open the invitation email and URL again.
9. Click 'Default browser app'.
10. The HCP is navigated to the Veeva Engage app and the connection is created.

Related CRM Help Documentation:

CRM Help Documentation:

• Sending Engage Connection Invites to HCPs
• Displaying the Engage Profile Indicator on Accounts
• Engage Connect in Veeva CRM