To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	CRE	All object types	name__v city_cda__v primary_state_province__v	Edit
   account_list__v	CRE	n/a	access__v external_id__v created_date__v name__v type__v territory__v start_date__v end_date__v	Edit
   account_list_item__v	CRE	All object types	account__v account_list__v acknowledged__v external_id__v rank__v reason__v actual_advocacy__v potential_advocacy__v	Edit
   child_account__v	CRE	All object types	name__v job_title__v	Edit
   user_territory__v	CRE	All object types	territory__v user__v	Edit
   tsf__v	CRE	All object types	account__v preferred_account__v territory__v	Edit

To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	R	All object types	name__v city_cda__v primary_state_province__v	Read
   account_list__v	R	n/a	access__v external_id__v created_date__v name__v type__v territory__v start_date__v end_date__v	Read
   account_list_item__v	RE	All object types	account__v account_list__v external_id__v rank__v reason__v actual_advocacy__v potential_advocacy__v	Read
   			acknowledged__v	Edit
   child_account__v	R	All object types	name__v job_title__v	Read
   user_territory__v	R	All object types	territory__v user__v	Read
   tsf__v	R	All object types	account__v preferred_account__v territory__v	Read

Additional Configuration for iPad

The following additional configuration is needed for iPad users.

1. Navigate to Business Admin > Objects > Veeva Messages.
2. Add the Hot Lists tab to the TAB_NAV_DISPLAY Veeva Message for iPad users. If the TAB_NAV_DISPLAY message is not configured, the Hot List tab displays next to My Accounts by default.
3. Enable the following VMOCs for the appropriate platform:
   • account_list__v - WHERE ownerid__v = @@USER_ID@@ OR type__v = 'hot_list__v'
   • account_list_item__v - WHERE account_list__vr.ownerid__v = @@USER_ID@@ OR account_list__vr.type__v = 'hot_list__v'

The columns on the Hot List tab cannot be rearranged or edited, but admins can hide some columns by removing corresponding field permissions. Some columns, such as Account Name, display even if the user does not have field permissions, but no value displays in the column.

Business admins can provide end users with updated priority lists via Data Load, to align with weekly or monthly strategies.

Business admins must Data Load the following information for Hot Lists:

• account_list_item__v records, with the account information and metrics, that make up each individual Hot List

  When Data Loading individual Hot Lists, be sure each account_list_item__v record has a Start Date and End Date to ensure visibility for end users, and that the status__v field on the account_list__v object is set to active__v

• account_list__v records

Example Account List Items

account_list__v	account__v	rank__v	actual_advocacy__v	potential_advocacy__v	acknowledged__v	reason__v
V4W000000005001	V4T000000006925	1	412	500	false	Prescribing for Natevba has dropped by 15% over the last two months despite a high patient volume in the oncology clinic. Immediate outreach is required to discuss recent clinical trial data and address potential competitive switching.
V4W000000005001	V4T000000006926	2	120	480	false	This HCP has a significant number of new patient starts in the respiratory class but remains a split-user. A proactive visit is recommended to provide updated efficacy comparisons and ensure our brand remains top-of-mind for first-line therapy.

Example Account List

account_list__v	account__v	rank__v	actual_advocacy__v	potential_advocacy__v	acknowledged__v	reason__v
V4W000000005001	V4T000000006925	1	412	500	false	Prescribing for Natevba has dropped by 15% over the last two months despite a high patient volume in the oncology clinic. Immediate outreach is required to discuss recent clinical trial data and address potential competitive switching.

For information on Data Loading in Vault CRM, see Vault Loader Overview.

Users can access the Hot List tab to view their most critical accounts for the current period, as defined by the business admin, and to perform actions for engaging with those accounts.

Viewing and Interacting with Hot Lists

To view account Hot Lists, navigate to the Hot List tab on iPad, or the subtab on the My Accounts tab on Browser.

Users can select a territory if they are assigned to multiple territories and any of those territories is assigned active Hot Lists. The first territory in the list, sorted alphabetically, displays when users access Hot Lists.

A Hot List is active when the current date falls between the Start Date and End Date defined for the list, and the status__v field on the account_list__v record is set to active__v. The most recently created Hot List displays if there is more than one active Hot List for the territory. If multiple Hot Lists have the same created date, the name__v field is used to sort them.

A “No Hot List Available” message displays if there are no active Hot Lists for the selected territory, or if there are no accounts in the selected Hot List.

The Hot List displays the prioritized list of accounts, with information organized into the following columns:

• Acknowledged - Select this checkbox to indicate completion of an outreach task. This selection persists if the user navigates away from the Hot List. Selected rows are dimly lit to indicate they have been acknowledged.
• Rank - Accounts are ranked from 1 to 30, where 1 is most important and 30 is least important. The Hot List is sorted by this ranking, and changing the sorting is not supported.
• Reason - Select the Info icon to view why an account is on the list
• Account Name - Select the hyperlink to view the Account Detail view in a new tab. The Job Title displays beneath the Account Name.
• Affiliation - Select the hyperlink to view the Primary Parent in a new tab. The City and State display beneath the Parent account name.
• LTC - The Last Time Contacted metric. Displays an estimate of the time passed since the last engagement with the account.

  Actual Days	Display	Logic
  0-6 days	[x]d	Days (for example, 3d)
  7-27 days	[x]w	Weeks (for example, 2w)
  28-330 days	[x]m	Months (for example, 2m)
  >330 days	[x]y	Years (for example, 1y)

• A•P - The Actual and Potential metrics for the account. Actual is the amount of prescriptions within a defined period. Potential is the number of total possible prescriptions in that same period of time.

  The progress bar displays the percentage breakdown of the progress (Actual Advocacy divided by Potential Advocacy).

  • Red if <50%
  • Yellow if >= 50% and < 80%
  • Green if >=80%
  • Gray bar if either or both numbers are null
• Actions - Create calls, medical interactions, and medical inquiries, or send emails directly from the Hot List

Using Hot Lists in Other Modules

Active Hot Lists are included with other Account Lists when selecting accounts in the following areas of the application:

• Attendee Selection in Events Management
• My Schedule
• Survey Targets
• Cycle Plans

For example, users can add accounts from a Hot List to a schedule in My Schedule, or to an event attendee list. Hot Lists display below the standard lists for the module.

Hot Lists are not included in standard My Accounts Views and Lists, and users cannot add accounts to Hot Lists where Add to List functionality is available.

For more information on Account Lists, see Account Views and Lists.