Engage Platforms

Below is a list of all Engage feature availability by platform.

Engage Hosting

Below is a list of all features available to a meeting host.

The Browser platforms and the CRM Desktop (Windows) app work in conjunction with one another to provide a complete Engage experience on desktop machines.

Scheduling Engage Meetings

Functionality Browser (Classic)

Browser (Lightning)

CRM Desktop (Windows) iPad iPhone Windows Tablet
Scheduling an Engage Meeting

Scheduling Password-Protected Meetings

Remote Meeting Indicator
Booking Agents / Scheduler

Inviting Attendees to Engage Meetings

Functionality Browser (Classic)

Browser (Lightning)

CRM Desktop (Windows)

iPad iPhone Windows Tablet
Sending Invitations to an Engage Meeting
Sending Approved Email Invitations

Sending Calendar Reminders for an Engage Meeting

Hosting Engage Meetings

Functionality Browser (Classic)

Browser (Lightning)

CRM Desktop (Windows) iPad iPhone Windows Tablet
Launching an Engage Meeting
Hosting an Engage Meeting on the iPad
Engage Attendance Tracking

Joining an Engage Meeting via Zoom

Capturing Remote Signatures for Sampling in Engage

Capturing Remote Signatures for Medical Inquiries in Engage

Using Virtual Backgrounds in Engage

Optional Configuration

Functionality Browser (Classic)

Browser (Lightning)

CRM Desktop (Windows) iPad iPhone Windows Tablet

CLM Content Creation Guidelines

Using the Engage Splash Screen

Chat and Private Chat
Chime on Enter and Exit

Engage Meeting Attendees

Attending an Engage Meeting

Functionality iOS Android Windows Web Client
Call by Phone
Two Way Video

Available on the following desktop browsers:

  • Chrome
  • Edge Chromium
  • Firefox
  • Safari
VoIP

Available on the following desktop browsers:

  • Chrome
  • Edge Chromium
  • Firefox
Attendee Screen Sharing

Available on the following desktop browsers:

  • Chrome – Version 72 or later
  • Firefox – Version 66 or later
  • Edge Chromium
Chat and Private Chat

Password-Protected Meetings

Capturing Remote Signatures for Sampling in Engage

Available on the following desktop browsers:

  • Chrome
  • Edge Chromium
  • Firefox
  • Safari

Rating an Engage Experience

Using Virtual Backgrounds in Engage