CLM Platforms
Below is a list of all CLM feature availability by platform.
Creating CLM Content
Managing CLM Content
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Uploading CLM Content Using FTP |
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Aligning Approved Email Content to Users |
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Defining Sub-Presentation Slides |
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Displaying HTML Content on Large Screen Devices |
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Using Hidden Presentations |
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Migrating Presentations |
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Cloning Presentations |
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Using the Media Library
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Managing Favorite Presentations |
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Labeling Presentations |
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Using Presentation Attributes to Filter Presentations |
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Grouping Presentations in the Media Library |
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Using Directories in the Media Library |
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Searching the Media Library |
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Launching the CLM Media Library from the Call Report Online |
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Using Advanced Text Search in the Media Library |
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Using Default Directories |
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Using Custom Presentations |
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Using Training Presentations |
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Adding Watermarks to Training Presentations |
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Displaying Presentations
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Navigating Slides and Presentations |
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Using the Action Menu |
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Creating Calls from the Media Player |
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Using the Highlighter Pen and Laser Pointer |
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Capturing Reactions to Presentations |
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Displaying CLM Content on Mobile Devices |
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Displaying CLM Content in Veeva CRM on Desktop |
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Displaying PDFs in CLM |
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Displaying CLM Content from Calls |
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Displaying PowerPoint Presentations in CLM |
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Displaying Website Content in the Media Library |
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Managing the Media Player
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Fading Out CLM Content |
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Defining Swipe Sensitivity for Slide Navigation |
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Enabling Automatic Video Playback |
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Returning to CLM after Capturing Sample Signatures |
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Disabling User Actions |
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Tracking CLM Activity
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Tracking CLM Call Clickstream Activity |
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Tracking CLM Key Messages |
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Displaying CLM Reports |
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Tracking CLM Activity Anonymously |
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Tracking CLM Preview Activity |
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Capturing Consent for CLM Tracking |
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Tracking Save for Later CLM Activity |
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Associating Accounts with Tracked CLM Activity |
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Troubleshooting Presentations
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Downloading Media Files |
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Retiring Expired Presentations |
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Integrating Other Functionality with CLM
Functionality |
Browser (Classic) |
Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
Windows Tablet |
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Executing Surveys from CLM |
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Using Augmented Reality in CLM |
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Using FaceTime with CLM |
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* The CRM Desktop (Windows) platform enables users to access certain CRM functionality from their Windows computers that may not be available on the Browser (Classic) or Browser (Lightning) platforms.