Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CommercialHCPTemplate.htm

## Using the Commercial HCP Template

The Commercial HCP template helps content creators to quickly create an X-Page that allows end users to view HCP account level data, including call interactions, key messages, and call samples all in one place. Content creators can customize the template using X-Pages Studio.

For information on using X-Pages Studio templates and configuring content creators to use templates, see [Using X-Pages Studio Template Library](Templates.htm).

**Who can use this feature?**

* Content Creators - Browser
* [Using the Commercial HCP Template](#Using)
* End Users - Browser, iPad, iPhone, Windows
* [Using the Commercial HCP Template](#Using)
* Users do not require an additional license

### Configuring the Commercial HCP Template for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../StudioConfigure.htm) is complete and the user has deployment permissions.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) End Users](#)

To configure this feature:

1. Ensure [Configuring X-Pages](../../X_PagesConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | R | n/a | * account\_\_v * clm\_\_v * call\_channel\_\_v * call\_date\_\_v * call\_datetime\_\_v | Read |
   | sent\_email\_\_v | R | n/a | * account\_\_v * email\_sent\_date\_\_v * product\_\_v * approved\_email\_template\_\_v * click\_count\_\_v * open\_count\_\_v | Read |
   | html\_report\_\_v | R | * account\_reports\_\_v * kol\_profile\_\_v * account\_profile\_override\_\_v You only need to grant access to the record type for the page you want to deploy. | n/a | n/a |
   | account\_\_v | R | n/a | * mobile\_phone\_cda\_\_v * email\_cda\_\_v * specialty\_1\_\_v * specialty\_2\_\_v | Read |
   | address\_\_v | R | n/a | * street\_address\_1\_cda\_\_v * street\_address\_2\_cda\_\_v * city\_cda\_\_v * state\_province\_\_v * postal\_code\_cda\_\_v | Read |
   | tsf\_\_v | R | n/a | * account\_\_v * my\_target\_\_v * address\_\_v * territory\_\_v | Read |
   | call2\_details\_\_v | R | n/a | * call2\_\_v * product\_\_v | Read |
   | call2\_key\_message\_\_v | R | n/a | * call2\_\_v * clm\_presentation\_\_v | Read |
   | my\_setup\_products\_\_v | R | n/a | product\_\_v | Read |
   | product\_\_v | R | n/a | * company\_product\_\_v * product\_type\_\_v | Read |

### Using the Commercial HCP Template as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To use the Commercial HCP template:

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **Commercial HCP** template.
4. Select **Use Template**.
5. Customize the new page as needed. This step is optional.
6. [Deploy](../DeployPage.htm) the new page using X-Pages Studio.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

![](../../../../Resources/Images/X-PagesStudio/Templates/Commercial HCP.png)

Before any customization, users can view information in the following sections:

* Account Overview - Displays important fields for an HCP Account
* Activity Overview - Displays the number of Calls and Calls with CLM , Emails, Clicks, and Opens recorded for the current HCP account
* Channel Trends - Displays the number Calls and Emails based on the Call Channel and Sent Email objects for the previous 90 days for the current account
* Activity by Product - Displays the user’s MySetup products and number of related Calls and emails submitted for the current account
* Recent Calls - Displays calls from the previous 90 days for the current HCP account
* Top CLM Presentations - Displays the top recent CLM presentations shown during calls for the previous 90 days, the most recent call date, and the number of calls
* Top Email Templates - Displays the top recent emails templates from the previous 90 days submitted, and the number of opens, clicks, and sent emails for the current account

### Related Topics

[Using the Commercial HCO Template](CommercialHCOTemplate.htm)

[Using the Commercial Territory Template](CommercialTerritoryTemplate.htm)