The Remote Detailing Functionality

The Remote Detailing functionality allows the presenter and participants to simultaneously view CLM presentations on their PC, tablet, or mobile phone.

To customize the Remote Detailing functionality, please refer to Remote Detailing Setup.
To create invitation links, please refer to Remote Detailing Launch.

Since CT Mobile package v. 3.63, the new UI for Remote Detailing meetings is available. For more information, please refer to Migration to Remote Detailing 2.0 and Remote Detailing UI Basics.

Remote Detailing

The Remote Detailing functionality allows participants with an invitation link remote access for CLM presentations on PC, tablet, or mobile phone. The tool enables the presenter and participants to interact on slides. The presenter UI is adapted to ensure the visibility of the control desk all along with the session. The presenter can also grant dynamic access for participants to remote control, stream the video, like/dislike slides, answer the questions on a slide, or use other JS Bridge methods implemented in the slide HTML code.

This functionality records statistics of a session the same way as for the CLM presentation in the CT Mobile application. When the presenter clicks the End Call button or closes the browser tab, a record of the Application Stats object is created for the presenter and each participant. Statistics can be collected for all participants in one record or for each separately.

Self Detailing

The Self Detailing functionality provides the remote control of the CLM presentation on a PC, tablet, or mobile phone for a participant without presenter participation. The participant opens the invitation link and browses through the slides. A record of the Application Stats object per slide is created for each participant’s virtual visit.

It is also possible to create a Salesforce workflow to send an invitation link to a participant any way you like, for example, by email, SMS, or Viber.