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?
How can I create a Webex meeting from the Events module?
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 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 Contacts module?
Table of Contents
Follow these steps to create a Webex meeting from the Contacts module:
To know more about Webex Meetings, click here.
- 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 - Webex Meeting
- Start Date
- Start Time
- Duration
- Click Add.
- Click Send to send the invite to the contact.
To know more about Webex Meetings, click here.
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