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            Host Virtual Meetings with Your Customers

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            Host Virtual Meetings with Your Customers

            Run professional and efficient remote engagement sessions by managing participants and sharing your screen for interactive presentations. Schedule remote visits from Planner with unique room IDs and passcodes, and send invitation emails to support secure and easy access for all participants.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Just like an in-person visit, you can schedule remote visits from Planner. Specify important details such as the account, the planned start and end times, and the channel. For secure access, each remote visit gets a unique room ID and passcode. When you schedule a remote engagement session, an invitation email is sent to each attendee. These emails contain the meeting date, time, and a direct Join Meeting link, simplifying the process for the recipient.

            To start a planned session, tap Start Remote Engagement on the visit engagement page. Or, quickly start an ad hoc session directly from an account page by using the Start Remote Session quick action. During the remote session, you can monitor participants, observing states such as Waiting for attendees to join or Online. You can also manage audio for all participants with options to mute or unmute all participants. The platform also supports interactive presentations, so you can show presentation pages and use screen-sharing capabilities.

            After the visit is complete, tap End Meeting to conclude the remote session. You can view the recording of the remote session in the Video Call Recordings related list on the visit record.

             
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