Using the Action Menu
End users have access to action menu options directly from the CLM media player, allowing for increased user efficiency during calls. In addition to navigating between slides and exiting the media player, users can launch integrated Vault CRM functionality from a presentation and create records that are automatically associated with that presentation.
Who can use this feature?
- End Users - iPad
- Use the action menu
- Users do not require an additional license
Configuring the Action Menu for
End Users
To configure this feature, ensure Configuring CLM as Document Model is complete.
Using the Action Menu as
End Users
Users can access the action menu by selecting the All Actions button in the top left corner of the media player. The available actions include:
- Done – Exits the media player, displaying the call report
- Slides – Displays the available slides for the presentation currently being displayed
- Select Account – Allows users to specify the account for the presentation directly from the action menu. Selecting an account creates a call stub in the background. See Creating Calls from the Media Player for more information.
- Save For Later – Admins can enable the Save For Later button to allow users to first present CLM content and track activity without an account and then associate the tracked activity with an account. See Tracking CLM Activity as Unassigned Presentations for more information.
