How can I create a Zoom meeting from the Contacts module?
Follow these steps to create a Zoom meeting from the Contacts module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Open any contact record.
- Click the More icon on the top right corner of the record.
- Select the Schedule Conference option in the dropdown.
- Enter the following information:
- Event Name
- Activity Type - Zoom Meet
- Start Date
- Start Time
- Click Add.
- Click Send to send the invite to the contact.
To know more about Zoom Meet, click here
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