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How do I send a Webex meeting link in an email?

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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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