Veeva CRM Tips & Tricks
|Product Area / Title||Did you know...?||Tip|
Account Plans Tab
|The Account Plans tab can give your users quick access to Account Plans offline.||
To support your account based selling strategy, and help users find their Account plans more easily, the Account Plans tab can be exposed on the iPad and Windows Veeva CRM apps. To enable the tab, do the following:
For detailed configuration steps go here.