Home > FAQs > How do I create a meeting (event) with Webex Meetings as an option in the CRM?

FAQs in this section

What is Webex Meetings? What are the benefits of Webex and Vtiger CRM integration? How do I activate Webex Meetings in Vtiger CRM? How do I access Webex Meetings in the CRM? How do I create a meeting (event) with Webex Meetings from the Events module? How is the participant status updated for an event with Mebex Meetings? Can I get the recording link of the Webex meeting? How do I send a Webex meeting link in an email? How do I create a Webex meeting from the Web Chats module? How do I deactivate Webex Meetings in the CRM? What is Webex Spaces? What are the benefits of integrating Webex Meetings with Vtiger CRM? How do I activate Vtiger in Webex Spaces? What can I do using the Vtiger app in Webex Spaces? How can I use Vtiger Bot while chatting in Webex Spaces?

How do I create a meeting (event) with Webex Meetings as an option in the CRM?

You can create a meeting (event) in the CRM by selecting the Activity Type as Webex Meeting.

For example, consider the Contacts module.
Follow these steps to create a meeting with Webex Meetings 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 or select the following information:
1. Event Name
2. Activity Type - Webex Meeting
3. Start Date
4. Start Time
5. Duration
Click Add.
Click Send to send the invite to the contact.

The meeting record will be created as event record in the Events module. You can view the details by clicking this record from Events > List View.
To know more about Webex Meetings, click here.

Was this FAQ helpful?

0 out of 0 found this helpful.

Comments 0

Be the first to comment

FAQs in this section

How do I create a meeting (event) with Webex Meetings as an option in the CRM?

Table of Contents

Comments 0