Engager features
When creating a new profile, you will be asked to select the features to be made available in Engager.
- Contacts enables the user to see the Contacts tab on the left menu
- Accounts enables the user to see the Accounts tab on the left menu
- Plan calls allows users to plan calls with all required information (i.e. content, contacts, date, time, place, etc.)
- Conduct calls allows users to open content
- Monitoring enables capture of all data in the content, with the exception of Custom Events
- Collector – redundant functionality that will be removed in a subsequent release
- Call History shows the data from previous calls with a specific contact, such as content and time per slide, in the Engager
- Revealer shows the Revealer tab in the Engager app, giving sales reps access to any analytics reports that have been set up
- Provisioning allows content to be shared
- Post-call reporting options allows you to set different options in the Engager app that the Engager user might have to complete prior to submitting a completed call
- Cellular restriction setting for users with a data plan
- Audio for Remote channel enables voice calls during Remote calls. This is available on iPad devices only