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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

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