FAQs in this section
What is Webex?
What are the benefits of Webex and Vtiger CRM integration?
How can I activate Webex Meetings in Vtiger CRM?
How can I access Webex meetings in the CRM?
What happens to the participant status in a Webex meeting when an event is marked as held?
Can I get the recording link of the Webex meeting?
How can I create a Webex meeting from the Contacts module?
How can I send a Webex meeting from Emails?
How can I create a Webex meeting from the Web Chats module?
How can I deactivate the Webex meeting in the CRM?
What is Webex Spaces?
What are the benefits of Webex and Vtiger CRM integration?
How can I activate Vtiger in Webex?
What can I do using the Vtiger app in Webex?
How can I chat via the Vtiger bot in Webex Spaces?

How can I create a Webex meeting from the Events module?

Follow these steps to create a Webex Meetings from the Events module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Events.
  5. Click +Add Event.
  6. Enter the following mandatory information:
    • Name
    • Activity Type - Webex Meeting
    • Start Date & Time 
    • End Date & Time
    • Participants
  7. You can add other details like Agenda, Location, etc.
  8. Click Save.
To know more about Webex Meetings, click here.
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