CLM Platforms

Below is a list of all CLM feature availability by platform.

Creating CLM Content

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Supporting Multi-Product CLM Presentations
Verifying CLM Configuration
Testing CLM Content
Launching Third-Party Applications from CLM
Launching Veeva CRM from Third-Party Applications
Displaying Dynamic Content
Customizing Slide Navigation
Tracking User Activity Using JavaScript
Creating and Updating Records from CLM
Creating Interactive HTML Content
Integrating Approved Email with CLM
Integrating External Data with CLM
Supporting CLM Content

Ensuring Content Compatibility Across Platforms
Packaging Custom CLM Content

Using Shared Resources
Creating AR Content
Defining AR Scenes
Customizing AR Lighting

Managing CLM Content

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Uploading CLM Content Using FTP
Defining Sub-Presentation Slides

Displaying HTML Content on Large Screen Devices
Using Hidden Presentations

**

Migrating Presentations
Cloning Presentations

** On the CRM Desktop (Windows) platform, hidden presentations are only supported if they are sub-presentations of the selected presentations.

Using the Media Library

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Managing Favorite Presentations
Labeling Presentations

Using Presentation Attributes to Filter Presentations
Grouping Presentations * *
Using Directories in the Media Library
Searching the Media Library

Launching the CLM Media Library from the Call Report Online

Using Advanced Text Search in the Media Library
Using Default Directories
Using Custom Presentations
Using Training Presentations
Adding Watermarks to Training Presentations

Displaying Presentations

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Navigating Slides and Presentations
Using the Action Menu
Creating Calls from the Media Player
Using the Highlighter Pen and Laser Pointer
Capturing Reactions to Presentations
Displaying CLM Content on Mobile Devices

Displaying PDFs in CLM
Displaying CLM Content from Calls
Displaying PowerPoint Presentations in CLM
Displaying Website Content in the Media Library

Managing the Media Player

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Concealing Out of Focus 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 (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

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

Associating Save for Later CLM Activity with Calls

Troubleshooting Presentations

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Downloading Media Files
Retiring Expired Presentations

Integrating Other Functionality with CLM

Functionality

Browser (Classic)

Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows)*

iPad

iPhone

Windows Tablet

Executing Surveys from CLM
Using Augmented Reality in CLM
Using FaceTime with 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 (Classic) or Browser (Lightning) platforms.