Welcome to the Engage Sales Suite. In the following articles, you will learn how to best use Engage to arrange, manage and conduct online meetings ("eMeetings").
Sales Suite Plugins Overview
Navigation path: Plugins In Plugins, core features can be activated/deactivated. For the TeamViewer Engage Sales Suite, two Plugins are available: Conference plugin Co-Browsing plugin New Plugins can be created by clicking + New Plugin.
Navigation path: Plugins New Plugin After creating a new conference plugin or editing the existing one, you find yourself on following view: Tab: General By default, the plugin is created by the onboarding process, so the name of the plugin contains this hint. This should be changed to a meaningful name. Recordings By…
Navigation path: Plugins When adding or editing your Co-Browsing module, the following can be configured: Tab: General Recordings Choose whether you want to save or not save recordings of your Co-Browsing sessions. Some countries require companies (esp. banks) to have every customer interaction documented for audit…
Navigation path: eMeetings > My Customers Overview The My Customers tab in eMeetings gives you an overview of all customers. Furthermore, you can create a new customer, import ones and edit existing customers. New Customer You can create a new customer by clicking + New Customer and filling out the fields below. This…
Navigation path: Documents Purpose In Documents you can upload document templates and prepare them for your appointments in advance. Company Documents The only difference in the Admin View of documents is the possibility to upload company documents. For further Documents feature descriptions navigate to the User View…
Navigation path: Meeting Links 📌Note: As an admin you can create general Meeting Links for your organisation. Users can only create Meeting Links for themselves. To learn more about the configuration of meeting links, please visit User Manual: Meeting Links. Continue reading here Settings - 01 General
Settings - General
Navigation path: Settings > General Tab: Tenant Settings Name This is your tenants name - this is supposed to be your company name. Picture Here you can upload your company logo, please use a square image. Banner Upload a banner picture. 📌Note: Banner pictures must have a minimum width of 130px. Default language The…
Settings - System Messages
Navigation path: Settings > System Messages Overview Default Language This language is used as default language for your messanger or webchat. You can add languages by clickig + Add Language. Messages The list in the middle of the page shows all System Messages and their corresponding text. You can filter the list by…
Settings - User Management
Navigation path: Settings > User Management Tab: Users On the left side of the email you can see whether or not a user is logged in/logged off and Online/Offline* (by clicking the green button in the navigation bar). You can create users in three different ways: By clicking + Invite User - those users will receive an Email…