Veeva CRM Tips & Tricks
| Product Area / Title | Did you know...? | Tip |
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CLM Accessing Surveys from CLM |
You can link a CLM presentation to a survey so that users can access the survey quickly when they are showing that presentation. This is cost efficient for you too, since the survey does not need to be embedded within your content. |
Users can access a specific survey directly from the CLM Media Player when they are viewing a particular presentation. This eliminates extra clicks! To link a survey to a presentation, in the CLM Presentation record check the Enable Survey Overlay flag and specify the survey name in the Survey lookup field. The survey has to have CLM selected as a Channel. Click here to see configuration details including field visibility requirements, or reach out to your Managed Services consultant if you have any questions. |