Remote Detailing 2.0: UI for Presenter

Table of Contents

Available since CT Mobile package v. 3.63.

A presenter can launch the CLM presentation from Salesforce or the CT Mobile app.

Read Remote Detailing: F.A.Q. to check supported browsers, recommended bandwidth, and CLM-presentations features availability.

Start a Remote Detailing session

To start the meeting:

Click the invitation link to start the CLM presentation.
In the pop-up menu, select Launch in app or Open in browser.
Click the Presenter Login button in the top right corner of the screen.
- If you enter participant details and click Join, you can log out on the next screen and re-enter as the presenter. Also, you can return to the CT Presenter site and join the meeting by entering the Meeting ID.
- If you start the Remote Detailing meeting from the CT Mobile app, you do not need to re-enter as the presenter. The CLM presentation will be launched in the new app window.

You are logged in and the meeting is started. In case of the first login, grant the requested permissions.

Please note, that the following features are available only for browser version of Remote Detailing and are not available for the in-app version:

Also, the presentation controls are located in the lower part of the sidebar.

RD 2.0 mode 1

When you started the meeting, the meeting screen is opened. Now, participants can join the meeting.

In the case of several CLM presentations, select a CLM presentation or custom scenario.
Zoom in or out with the slider for a comfortable view, or use the pinch gesture on tablets.

Not available in the in-app version of Remote Detailing.
Enter full-screen mode if needed.

Not available in the in-app version of Remote Detailing.
Collapse the sidebar with the participants or maximize it.

Not available in the in-app version of Remote Detailing.
Navigate between slides.
Hide or show the slide navigation bar.

The sidebar has the Conference tab to manage the Remote Detailing meeting, select audio and video options, and enable participant actions.

Click Meeting ID in the bottom right corner to copy the Meeting ID and share it if needed.

Not available in the in-app version of Remote Detailing.
When participants join or leave a meeting or a new comment appears, the corresponding pop-up will be shown in the bottom right corner.

If specified in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing, the Comments tab will be displayed and all users can leave a comment. The red dot on the tab indicates the unread messages.

Record on

Not available in the in-app version of Remote Detailing.

Audio/Video On/Off

Click to enable the microphone and camera if video streaming is allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab. The browser asks permission if it has not been granted yet.
Click the arrow next to the microphone or camera button to select the desired device.

Screen Share On/Off

Not available in the in-app version of Remote Detailing.

Click to start sharing the screen and select what to share. By default, the screen will be shared in the sidebar instead of a video if the video is turned on.
Click the Video out of focus button next to you in the sidebar to share the screen or video on the main screen instead of the current CLM presentation slide.

End Call

Click to leave the meeting. If call repeat is allowed in the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab, you can launch it again.

Likes On/Off

Not available in the in-app version of Remote Detailing.

Enable the ability to like or dislike slides for participants.

To view the participants' likes/dislikes in the CLM Presentation statistics, the Track slide likes/dislikes option should be enabled on the CLM presentation record.

Pointer On/Off

Click to enable the presenter pointer display on participants' screens.

Manage Participants

Not available in the in-app version of Remote Detailing.

Mute or unmute the participant’s microphone.
Enable the participant pointer to view it on the main screen, for example, when the participant wants to draw attention to something on the slide.
If a participant share video or screen, the video streaming is displayed next to a participant in a separate window in the Conference tab.
- Click the Video out of focus button next to a participant in the sidebar to share the screen or video on the main screen instead of the current CLM presentation slide. The CLM presentation will continue to broadcast next to you in the Conference tab.
- Click the video/screen sharing window to zoom it out in the Conference tab.

RD 2.0 mode 2

Click End call to finish the meeting.

All participants forcibly leave the meeting.
Allow the repeated meeting on the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab to have the ability to restart the finished meeting.

You can enter the Meeting ID and join as a participant in another Remote Detailing meeting.