Chad H.
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Articles
Recent activity by Chad H.-
Analytics Configuration
Analytics Configuration Software changes rapidly. Configuration management best practices allow organizations to keep track of changes in a way that allows for quick feature updates without any ...
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FormTrak API Keys
There are two methods to authenticate the FormTrak API (application program interface). By default, each call placed to the API accepts the username and password of an authorized FormTrak user a...
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FormTrak & Veeva CRM
About FormTrak’s New Integration: Communicating with prescribers about patient access is hard! On top of this, pharma brand teams lack a single communication platform for market-facing teams. What ...
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Hybrid Selling
High performance sales teams we work with are adopting a hybrid selling approach to leverage the best practices of both in-person and virtual selling. Hybrid selling means determining the righ...
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Plan A
YOUR MEMBERSHIP INCLUDES 5 annual in-depth medical or clinical visits and 5 annual health coach visits Access to diagnostic testing for hormones, genetics and more Unlimited messaging and ...
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How can agents leverage knowledge to help customers?
You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...
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How do I publish my content in other languages?
If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...
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How do I customize my Help Center?
You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...
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What are these sections and articles doing here?
This FAQ is a section in the General category of your Help Center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...
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Welcome to your Help Center!
You're looking at your new Help Center. We populated it with placeholder content to help you get started. Feel free to edit or delete this content. The Help Center is designed to provide a complet...