CLM Platforms
Below is a list of all CLM feature availability by platform.
Creating CLM Content
Managing CLM Content
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
Uploading CLM Content Using FTP | |||||
Aligning Approved Email and CLM Content | |||||
Defining Sub-Presentation Slides |
|
|
|||
Displaying HTML Content on Large Screen Devices | |||||
Using Hidden Presentations |
|
|
|||
Migrating Presentations | |||||
Cloning Presentations |
Using the Media Library
Displaying Presentations
Managing the Media Player
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
Fading Out CLM Content | |||||
Defining Swipe Sensitivity for Slide Navigation | |||||
Enabling Automatic Video Playback | |||||
Returning to CLM after Capturing Sample Signatures | |||||
Disabling User Actions | |||||
Tracking CLM Activity
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
Tracking CLM Call Clickstream Activity | |||||
Tracking CLM Key Messages |
|
||||
Displaying CLM Reports | |||||
Tracking CLM Activity Anonymously | |||||
Tracking CLM Preview Activity | |||||
Capturing Consent for CLM Tracking | |||||
Tracking Save for Later CLM Activity | |||||
Associating Accounts with Tracked CLM Activity |
Troubleshooting Presentations
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
Downloading Media Files | |||||
Retiring Expired Presentations |
|
Integrating Other Functionality with CLM
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
Executing Surveys from CLM | |||||
Using Augmented Reality in CLM |
* The CRM Desktop (Windows) platform enables users to access certain CRM functionality from their Windows computers that may not be available on the Browser platform.