Advanced Functionality for Engage

Admins can enable the following advanced functionality for users:

Booking Agents – Booking agents schedule Engage meetings on behalf of the meeting host
Enabling Password Protected Meetings - Admins can require a password for an Engage meeting to increase the security of the meeting.

Sending Approved Email Invitations – Approved Email content creators can create reusable and approved email templates to use as invitations to an Engage meeting

CRM Users Attending an Engage Meeting – Allows CRM users to attend Engage meetings
Using the Engage Splash Screen – Content creators can create a MyInsights HTML report to replace the default splash screen with a customized one, enriching the in-meeting experience
Allowing Attendees to Share Their Screen – Enables meeting attendees to share their screen with the host and other attendees
Host Screen Sharing on the iPad – Enables hosts to share their screens with attendees on iPad
Joining an Engage Meeting via Zoom – Enables meeting attendees to join an Engage meeting using their Zoom application
Capturing Remote Signatures for Sampling in Engage – Allows sampling from Engage meetings
Capturing Remote Signatures for a Medical Inquiry in Engage – Allows capturing a Medical Inquiry signature from Engage meetings

Engage Attendance Tracking – An automated process that compiles attendance, device, and network information about the attendees of an Engage meeting
Rating an Engage Experience – Engage attendees can rate their meeting experience, granting customers insights into the quality of the remote experience, and how those interactions can be improved in the future

Scheduling and Starting Microsoft Teams Meetings - Engage users can now schedule and start Microsoft Teams meetings from Veeva CRM
Starting Microsoft Teams Meetings from Microsoft Outlook - To easily work across Microsoft Teams, Microsoft Outlook, and Veeva CRM, users can start Microsoft Teams meetings from calls synced to their Microsoft Outlook calendars