Supported Engage Functionality on CRM Desktop (Windows)

Desktop users can host Engage meetings launched from the Browser (Classic) or Browser (Lightning) platform using a dedicated desktop client.

See Veeva CRM Desktop for Windows CLM Content Creation Guidelines for information about content requirements for CLM presentations used in Engage meetings hosted in the Veeva CRM Desktop app for Windows.

Default Functionality

Hosting an Engage Meeting

• Hosting an Engage Meeting Online
• Using Virtual Backgrounds in Engage

Advanced Functionality

Admins can enable the following advanced functionality for users:

Hosting an Engage Meeting

• CRM Users Attending an Engage Meeting
• Allowing Attendees to Share Their Screen
• Joining an Engage Meeting via Zoom

Activities After an Engage Meeting

• Rating an Engage Experience

Sharing Links in Engage

• Sending Auto-Published CLM Content via Web Link or QR Code