Supported Engage Functionality on CRM Desktop (Windows)
Desktop users can host Engage meetings launched from the Browser platform 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 Veeva CRM on Windows Desktop.
Default Functionality
Hosting an Engage Meeting
- Hosting an Engage Meeting Online
- Scheduling and Starting an Engage Meeting
- Using Virtual Backgrounds in Engage
Advanced Functionality
Admins can enable the following advanced functionality for users:
Hosting an Engage Meeting
- Capturing Remote Signatures for Sampling in Engage Meeting
- CRM Users Attending an Engage Meeting
- Allowing Attendees to Share Their Screen
- Joining an Engage Meeting via Zoom
