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How do I access Zoom meetings in the CRM?

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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.
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