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?
Table of Contents
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:
For example, consider the Deals module.
Follow these steps to send a Webex meeting link in an email from the Deals module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Select Deals.
- Open any deal record.
- Click the Email icon on the top right corner of the record.
- Click the Insert Links dropdown from the Compose Email window.
- Select the Schedule Conference option.
- Enter the following information:
- Event Name
- Activity Type - Webex Meeting
- Start Date
- Start Time
- Duration
- Click Add. The meeting information is added to your email.
- 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.
- Click Send.
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