Once you activate Webex Meetings, you can schedule meetings without leaving the CRM. You can host sales demos, training sessions, weekly sales meetings, and other events with just a click by creating events and selecting the Activity Type as Webex Meetings!
In the CRM, Webex Meetings is available as the following:
- Contacts - Schedule Conference option
- Deals - Schedule Conference option
- Emails - Insert Links option
- Events - Activity Type dropdown
- Web Chats - Schedule Conference option
Note: In Vtiger CRM, the Schedule Conference field refers to a meeting you want to schedule with your contact.
To know more about Webex Meetings,
click here.