Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/TrackPreview.htm

## Tracking CLM Preview Activity

* Object Model

End users can preview CLM presentations by displaying them in Presentation View outside of call mode. When users preview CLM presentations, the displayed slides are tracked to Multichannel Activity and Multichannel Activity Lines. This additional CLM tracking allows customers to report on the usage of CLM outside of call mode to better understand the full utilization of CLM.

**Who can use this feature?**

* End Users - CRM Desktop (Windows), Windows
* [Track preview activity](#TrackPreview)
* Users do not require an additional license

### Configuring Preview Activity Tracking

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To enable CLM preview activity tracking for end users:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete,
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the permission set for the appropriate user profile.
4. Navigate to **Objects**.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | multichannel\_activity\_line\_\_v | CRE | clm\_\_v | name\_\_v | Read |
   | * clm\_presentation\_\_v * datetime\_\_v * detail\_group\_\_v (optional) * detail\_group\_vexternal\_id\_\_v (optional) * duration\_\_v (optional) * entity\_reference\_km\_id\_\_v (optional) * key\_message\_version\_\_v (optional) * event\_type\_\_v * key\_message\_\_v * key\_message\_vexternal\_id\_\_v * mobile\_id\_\_v * multichannel\_activity\_\_v * object\_type\_\_v * product\_\_v (optional) * product\_vexternal\_id\_\_v (optional) * share\_channel\_\_v (optional) * view\_order\_\_v | Edit |
   | multichannel\_activity\_\_v | CRE | clm\_\_v | name\_\_v | Read |
   | * client\_name\_\_v (optional) * icon\_\_v (optional) * media\_preview\_\_v * mobile\_id\_\_v * object\_type\_\_v * ownerid\_\_v * record\_type\_name\_\_v (optional) * start\_datetime\_\_v * total\_duration\_\_v (optional) | Edit |
6. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
7. Ensure VMOCs for the following objects are active for the CRM Desktop (Windows) platform:
   * multichannel\_activity\_line\_\_v
   * multichannel\_activity\_\_v
   * object\_type\_\_v

### Tracking Preview Activity

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Preview activity tracking starts when a user launches a presentation in Presentation View without a call. Tracking ends and the activity syncs online when one of the following occurs:

* The user initiates call mode from a call report
* The user initiates Save for Later call mode
* The CRM Desktop (Windows) app is restarted

End users do not need an active internet connection to track preview activity. Any activity tracked offline automatically syncs when the user connects to the internet.

Tracking preview activity stamps the following information on multichannel\_activity\_\_v records:

* media\_preview\_\_v = True
* saved\_for\_later\_\_v = False

See [Tracking CLM Key Messages](TrackKeyMsg.htm) for more information about the conditions to track CLM activity.

Instead of tracking CLM activity outside of call mode as preview activity, end users can track the activity unassigned presentations and associate the activity with calls at a later time. See [Tracking CLM Activity as Unassigned Presentations](SaveforLater.htm)for more information.

### Related Topics

[Tracking CLM Activity as Unassigned Presentations](SaveforLater.htm)

[Associating Unassigned Presentations with Calls](../../../CallPlanning/Managing/SaveforLater.htm)

[Tracking CLM Activity Anonymously](TrackCLMAnon.htm)