You can insert and send a JioMeet meeting link to your contact or co-worker from a record's Compose Email window.
Let us consider this example from the Deals module.
Follow these steps to create a JioMeeting 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 drop down from the Compose Email window.
- Select the Schedule Conference option.
- Enter the following information:
- Event Name: Enter a Name for the event.
- Activity Type: Select JioMeet from the drop-down.
- Start Date & Time: Enter the starting date and time of the event.
- End Date & Time: Enter the ending date and time of the event.
- Description: Enter a description for the event.
- Participants: Select the participants for the event.
- Click More Fields to add other details like Agenda, Location, etc.
- Or click View full form to view different details you can add.
- Click Save.