Signing Up for Engage
HCPs can communicate with CRM Engage Connect users via one of the Engage apps:
- Veeva Engage Web Client
- Veeva Engage Android app in Google Play
- Veeva Engage iOS app in Apple App Store
Before HCPs can utilize Engage Connect functionality within their Engage app, they must sign up for an Engage account with their email address and follow the process of verification.
Engage accounts are not required to join an Engage meeting.
When an HCP signs into Engage for the first time, a modal displays requesting them to enable Push Notifications for the app. It is recommended that all Engage users enable push notifications so that they may be informed whenever they receive a new chat message or meeting invite from a CRM user.
Notifications can be enabled or disabled later via the notification settings of their device. The first time an HCP connects to a user they can chat with, a modal displays enabling the HCP to immediately chat with the new connection.
Additionally, the Getting Started widget displays on the homepage, enabling them to immediately create an office or send an invitation to coworkers.
After signing in, HCPs have access to the following tabs:
