What are the Steps in a Remote Meeting in Veeva CRM Engage Meeting?

Question:

What are the steps in a remote meeting in Veeva CRM Engage Meeting?

Answer:

The host can create remote meetings in Veeva CRM using Engage Meeting and following the steps below.

Schedule meeting

Invite attendee

Start meeting

Share content

End meeting

The host can use the Veeva CRM iPad app or Veeva CRM online using a Windows device with CRM Desktop (Windows) app.

Step	Action
Schedule meeting	Create an individual or a group call Add attendees Schedule a remote meeting Select one of the meeting types: In-Person, video or phone
Invite attendee	Send the invitation to the meeting along with the meeting URL and password using Approved Email templates in Veeva CRM or by sending an email manually through an external email client Reschedule the meeting is needed Invite additional attendees after scheduling a remote meeting
Start meeting	Start the meeting at the scheduled time. Through the meeting the host and the attendees can collaborate through audio, chat, video and screen sharing
Share content	Share approved CLM content with the attendee(s)
End meeting	End the meeting Record any additional details related to the meeting that can be used for reporting and auditing Submit the call

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