CRM Online Help Video Tutorials:
Other Webinars available include:
- Veeva Align Webinar Knowledge Collection
- CRM Events Management Webinar Knowledge Collection
- CRM Webinar Knowledge Collection
- Sunrise for Veeva CRM Knowledge Collection
Call Reporting
| Functional Area | Video (Click the title) |
|---|---|
| Call Reporting |
Configuring Call Pull-In Fields |
| Unique Activities | |
| CLM | Single Doc Publishing |
| Consent Capture | Capturing Consent Using Confirmation Emails |
| Engage Meeting |
Capturing Remote Signatures |
| Capturing Remote Signatures for a Medical Inquiry in Engage Meeting | |
| Scheduling Password Protected Engage Meetings | |
| Rating an Engage Meeting Experience | |
| Events Management |
Creating an Event - Next Steps |
| Event Material | |
| Event Templates | |
| QR Code Self Sign-In | |
| Setting Walk-in Attendee Status | |
| Associating an Account with an Event | |
| MyInsights |
Account Plan Dashboard |
| KOL HTML Profile | |
| Order Management |
Order Assortments |
| Line Delivery Splitting | |
|
Samples
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| Surveys | Using Branching Survey Questions |