How do I access Zoom meetings in the CRM?

Since Zoom is an app primarily used as a mode of communication, let us see where it is available in the CRM. Zoom Meet is available as:

• Schedule Conference option in Contacts
• Schedule Conference option in Deals
• Activity Type dropdown in Events
• Insert Links option in Emails
• Schedule Conference option Web Chats

Well then, start creating Zoom meetings for your sales demos, training sessions, and weekly sales meetings without leaving your CRM!

Note: In Vtiger CRM, the Schedule Conference field refers to a meeting you want to schedule with your contact.

To know more about Zoom Meet, click here.