Accounts Overview
Vault CRM’s Accounts module enables users to view and manage person accounts, business accounts, and territories for account engagement. Person accounts are individual people, for example, an HCP, while business accounts are organizations, for example, a drugstore. Using Stakeholder Navigator, users explore relationships and influence between accounts and navigate among related accounts.
Accounts are at the core of many parts of Vault CRM—for example, scheduling calls, medical inquiry, and medical events.
If users are unable to access record detail pages, verify the country__v field on the user's user__sys object is populated. The country__v field is required for all users.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
With Accounts, the following users can perform the following tasks:
Business Admin Users
- Managing Accounts – Business Admins manage Network subscriptions for accounts and data load accounts from an external source, third-party Master Data Management system, or integration. Business Admins can also create, update, or delete accounts manually.
- Managing Territories – Business Admins manage the Territory Hierarchy and govern which accounts a user can access by aligning accounts and users to territories
End Users
- Viewing Accounts – End users can view accounts in several ways, including lists and views, My Accounts, and advanced account search
- Exploring Accounts – End users can see all manner of account information, for example, account timeline, Office Best Times, Stakeholder Navigator, child accounts, and global account data
- Modifying Accounts – End users can submit requests for adding accounts
