Remote Detailing 2.0: UI for Presenter

Available since CT Mobile package v. 3.63.

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

Read 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 invite link to start the CLM presentation.
Click the Presenter Login button at 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’re logged in and the meeting is started. In case of the first login, grant the requested permissions.

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.
Enter full-screen mode if needed.
Collapse the sidebar with the participants or maximize it.
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.
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, 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

If allowed, click to record the audio of the meeting.

Audio/Video On/Off

Click to enable the microphone and camera if video streaming is allowed. 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

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 the meeting may be restarted, you can launch it again.

Likes On/Off

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

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 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.