Meeting via Engage
The following default and advanced functionality is available to hosts and attendees when meeting via an Engage meeting:
Default Functionality
- Scheduling and Starting an Engage Meeting
- Remote Meeting Indicator
- Hosting an Engage Meeting on the iPad
- Hosting an Engage Meeting on the Veeva CRM App on Desktop
- Joining an Engage Meeting as an Attendee
- Using Virtual Backgrounds in Engage
- Reports and Analytics for Engage
Advanced Functionality
- 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 Veeva-Provided Custom MyInsights 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 meeting hosts for share their iPad screens with attendees
- Joining an Engage Meeting via Zoom – Enables meeting attendees to join an Engage meeting using their Zoom application
- Adding Dial-in Numbers to Engage Invitations – Enables meeting hosts to add dial-in numbers for attendees to join the audio of Engage meetings
- Engage Attendance Tracking – An automated process that compiles attendance, device, and network information about the attendees of an Engage meeting
- Enhanced Engage Attendance Tracking – An automated process that tracks additional attendance information and directly associates attendees with their CRM user or account records
- Rating an Engage Experience – Engage meeting 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
