Meeting in 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 Desktop App
• 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 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
• Joining an Engage Meeting via Zoom – Enables meeting attendees to join an Engage meeting using their Zoom application.
• 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 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