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 send a Webex meeting from Emails?
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 Web Chats module?

Follow these steps to create a Webex meeting from the Web Chats module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Help desk.
  4. Select Web Chats.
  5. In the live chat console, click on any conversation.
  6. Click on the More icon on the top right of the conversation.
  7. Select the Schedule Conference option in the dropdown.
  8. Fill the following details in the Schedule Conference window:
    • Subject 
    • Activity Type - Webex Meeting
    • Start Date
    • Start Time 
    • Duration 
  9. Click Add.
  10. You can send the Webex Meeting link from:
    • the conversation in Web Chats
    • an Email compose window
 To know more about Webex Meetings, click here.
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