Supported Engage Functionality on CRM Desktop (Windows)

Desktop users can host Engage meetings launched from the Browser (Classic, Lightning) platforms using a dedicated desktop client, or from the high performance call report in the CRM Desktop (Windows) app.

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

Advanced Functionality

Admins can enable the following advanced functionality for users:

Hosting an Engage Meeting

Activities After an Engage Meeting

Sharing Links in Engage