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

Table of Contents
Follow these steps to create a Webex meeting from the Contacts module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts.
  5. Open any contact record.
  6. Click the More icon on the top right corner of the record.
  7. Select the Schedule Conference option in the dropdown.
  8. Enter the following information:
    • Event Name
    • Activity Type - Webex Meeting
    • Start Date
    • Start Time
    • Duration
  9. Click Add.
  10. Click Send to send the invite to the contact.

To know more about Webex Meetings, click here.
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