Follow these steps to create a Google Meet event type:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials > Events. The Events Page opens.
- Click + Add Event. The Add Event page opens.
- Click the View full form button at the bottom.
- Enter or select the following information to create an Event:
- Events Details
- Remainder Details
- Recurrence Details
- Description Details
- Related To
- Invitees
- In the Activity Type dropdown, under the Event Details section, choose Google Meet.
- Add participants in the Invitees section.
- Click Save.
- A pop-up with Opens. Choose one of these options:
- Don’t send - Do not send an email notification to the invitees.
- Send - Send email notification to the invitees.
Note: If you select Google Meet for the first time, a pop-up will open asking for Gmail authentication. You must authenticate using your Gmail account.