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 create a Webex meeting from the Contacts module?
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 send a Webex meeting from Emails?

You can insert and send a Webex meeting link to your contact or co-worker from the Compose Email window.
Let us consider this example from the Deals module.
Follow these steps to create a Webex meeting from the Deals module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Deals.
  5. Open any deal record.
  6. Click the Email icon on the top right corner of the record.
  7. Click the Insert Links dropdown from the Compose Email window.
  8. Select the Schedule Conference option.
  9. Enter the following information:
    • Event Name
    • Activity Type - Webex Meeting
    • Start Date
    • Start Time
    • Duration
  10. Click Add. The meeting information is added to your email.
  11. Add email content in the text window.
    • Note: You can also select an existing email template by clicking the Select Email Template button instead of typing it from scratch. To know more about Email Templates, click here.
  12. Click Send.
To know more about Webex Meetings, click here.
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