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 send a Webex meeting link in an email?
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 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. Select or enter the following details in the Schedule Conference window:
    1. Subject 
    2. Activity Type - Webex Meeting
    3. Start Date
    4. Start Time 
    5. 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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