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 |
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Uploading CLM Content Using FTP |
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Aligning Approved Email and CLM Content |
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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
Displaying Presentations
Managing the Media Player
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
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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 | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
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 | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
---|---|---|---|---|---|
Downloading Media Files |
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Retiring Expired Presentations |
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Integrating Other Functionality with CLM
Functionality |
Browser | CRM Desktop (Mac) | CRM Desktop (Windows)* |
iPad |
iPhone |
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Executing Surveys from CLM |
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Using Augmented Reality in 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 platform.