All engagements can be previewed at any time. 

To preview an engagement, click on the engagement from the engagements list (Engagements > all engagements) then press the “view/edit” button at the top of the engagement details panel.  It will say View Engagement if the engagement has been closed and View/Edit if the engagement is In Progress or Not Started.

Once the preview loads, you can navigate the engagement as if you are the engaged contact by clicking on the "Start", "Next" & "Prev" button in the lower right hand corner.

If the engagement is not yet completed, you can update information directly on the engagement which will auto save. 

The toolbar has options for previewing the engagement in several different screen sizes. Use this feature to ensure your engagement looks good on any device.  You can also click on New Window to open the engagement in a new window or Print to Print the engagement.


Keyword: Pre-populate, prepopulate, pre-fill, prefill

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