Engage Connect Default Functionality for CRM Users

Engage chat functionality is automatically available to CRM users via the Engage tab in Veeva CRM or via the Engage Connect app.

Engage Tab in Veeva CRM

The following functionality is automatically available to CRM users in the Engage tab in Veeva CRM for iPad or iPhone:

• Enabling Engage Chat in CRM – Users can view and send Engage chat messages

Engage Connect App

After 24R1, the Engage Connect app does not receive updates or new functionality. The Engage Connect app functionality is replaced by the Engage tab on CRM iPad and iPhone.

The following functionality is automatically available to CRM users using the Engage Connect app on Android or iOS:

• Signing into Engage Connect – After downloading the app, CRM users sign into the Engage Connect app with their CRM credentials
• Using the Chat Tab – Chat allows a user to have two way messaging with a connected HCP, or with another user within the same company
• Using the Connections Tab – The Connections tab displays all of a user’s connections, enabling users to chat with or request a meeting with a connected HCP
• Using the Connect Tab – The Connect tab is the primary method of inviting HCP to connect with users
• Using the Notifications Tab – The Notifications tab displays notifications that highlight activities involving the user
• Using the Me Tab – Users can view and edit their profile information from the Me tab, as well as view all brands they are assigned to
• Sending Meeting Invites to an HCP – Users can request a meeting with an HCP either from their profile or from within the Chat tab
• Editing Display Names in Engage and Engage Connect – Users can personalize the Display Name in their profiles