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 |
| Capturing Unique Information on Group Call Attendees | |
| CLM | Single Doc Publishing |
| Consent Capture | Capturing Consent for Approved 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 |
Using the Account Plan Dashboard |
| Using the KOL HTML Profile Visualization | |
|
Order Management |
Order Assortments |
| Order Line Delivery Splitting | |
|
Samples
|
|
| Surveys | Using Branching Survey Questions |
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