Engage Platforms

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

Schedule

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

The Browser and Desktop platforms work in conjunction with one another to provide a complete Engage experience on desktop machines.

Scheduling Engage Meetings

 

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone

Scheduling an Engage Meeting

Scheduling Password-Protected Meetings

Remote Meeting Indicator

Booking Agents / Scheduler

Creating Unavailable Time Slots in My Schedule

Creating Unavailable Time Slots from Calls

Creating Unavailable Time Slots from External Calendar Events

Creating Unavailable Time Slots from Time Off Territory

Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule

Integrating My Schedule and Microsoft Outlook Calendars

Inviting Attendees to Engage Meetings

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows)

iPad iPhone

Sending Invitations to an Engage Meeting

Sending Approved Email Invitations

Sending Calendar Reminders for an Engage Meeting

Meet

Hosting Engage Meetings

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone
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 Meeting

Capturing Remote Signatures for Medical Inquiries in Engage

Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code

Using Virtual Backgrounds in Engage

Optional Configuration

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone

CLM Content Creation Guidelines

Using the MyInsights Engage Splash Screen

Chat and Private Chat

Chime on Enter and Exit

Attending an Engage Meeting

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

Available on the following browsers:

  • Chrome
  • Edge Chromium
  • Firefox
  • Safari
VoIP

Available on the following browsers:

  • Chrome
  • Edge Chromium
  • Firefox
  • Safari
Attendee Screen Sharing

Available on the following 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 Meeting

Available on the following browsers:

  • Chrome
  • Edge Chromium
  • Firefox
  • Safari

Rating an Engage Experience

Using Virtual Backgrounds in Engage

Meeting via Microsoft Teams

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone

Scheduling and Start Microsoft Teams Meetings

Starting Microsoft Teams Meetings from Calls in Microsoft Outlook

Attendance Reporting for Microsoft Teams Meetings

Connect

Engage Connect

Functionality Android iOS Windows Web

Signing into Engage Connect

Using the Me Tab

Editing Display Names in Engage and Engage Connect

Sending Meeting Invites to an HCP

Using the Notifications Tab

Using the Connect Tab

Using the Connections Tab

Using the Chat Tab

Copying and Forwarding Chat Messages in Engage Connect

Engage HCP

Functionality Android iOS Windows Web

Signing Up for Engage

Using the Home Tab

Using the Me Tab as an HCP

Using the Meetings Tab

Sending Meeting Requests from Engage

Integrated Scheduling: Viewing Meeting Request Status in Engage

Using the Chat Tab as an HCP

Engage Chat in CRM

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone

Importing Engage Connect Chat Logs into CRM as Call Records

Importing Engage Connect Chat Logs into CRM as Chat Messages

Enabling Engage Chat in CRM

Managing Digital Business Cards

Sending Engage Connection Invites to HCPs

Share

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone

Using the HCP Content Player

Sharing CLM Content via Web Link or QR Code

Using Message Templates When Sharing Web Links

Accessing ISI and PI Documents for CLM Content in the HCP Content Player

Sharing Websites via Web Link or QR Code

Viewing Remote CLM

Sign

Functionality

Browser

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone

Capturing Remote Signatures for Sampling in Engage Meeting

Capturing Remote Signatures for Sampling Using Share Link

Capturing Remote Signatures for Sample Opt-In

Capturing Remote Signatures for Sampling with QR Codes

Capturing Remote Signatures for a Medical Inquiry in Engage Meeting

Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code

Capturing Remote Signatures Asynchronously for BRC Samples (Sign Later)