All engagements can be previewed at any time. To preview an engagement, click on the engagement then press the “preview” button at the top of the engagement details panel.
Once the preview loads, you can navigate the engagement as if you are the engaged contact.
If the engagement is not yet completed, you can update information directly on the engagement.
The header toolbar has options for previewing the engagement in several different screen sizes. Use this feature to ensure your engagement looks good on any device.
Keyword: Pre-populate, prepopulate, pre-fill, prefill