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 create a meeting (event) with Webex Meetings as an option in the CRM?
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 send a Webex meeting link in an email?

You can send a Webex meeting link to your contact or co-worker from the Compose Email window by inserting the link in an email.
For example, consider the Deals module.
Follow these steps to send a Webex meeting link in an email 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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