How do I send a Google Meet link from the Contacts module?

• Send a Google Meet link through an email
• Log a Meeting
• Create a Scheduled Conference

1. Log in to the CRM
2. Go to the Main Menu
3. Click Essentials 
4. Click Contacts. The Contacts List View screen is displayed
5. Hover on the contact record to whom you want to send a meeting link
6. Click the Email icon 
7. Enter or select the following information in the Compose Email window
   1. To - Enter the name of the person to who you are sending the meeting request
   2. Type the first three letters of the recipient’s name and click to select
   3. Click the drop-down beside the To field to select the contact type (Contact, Organization, Vendor, Employee, etc.)
   4. Add contacts to CC and BCC fields if you need to forward the email to others
   5. Click More to display and enter the following information
      1. From - Add the from email address
      2. Reply To - Add the email address to receive the email
      3. Add CC BCC - Add email addresses to send Ccand Bcc emails
      4. Subject - Add the subject of the email
      5. Click the Insert Links drop-down 
      6. Select the Schedule Conference option. Enter the following in the Schedule Conference window:
         1. Enter Event Name - Enter the name of the event
         2. Type of meeting - Select Google Meet 
         3. Start Date - Enter the start date
         4. Start Time - Enter the start time
         5. Duration - Enter the estimated duration of the meeting
      7. Click Add. The system displays a message asking if you want to send an email to the invitees with the meeting details
      8. Click Send. The meeting information will be added to your email
   6. Add email content in the text window
      1. Note: You can select an existing email template instead of typing out content. You can also attach documents (if any) using the Attach Files link
   7. Click Send

Log a Meeting
Follow these steps to schedule a conference (meeting) from a contact record:

1. Log in to the CRM
2. Go to the Main Menu
3. Click Essentials
4. Click Contacts. The Events List View screen opens
5. Click on the contact record for which you want to create an event
6. Click More (three dots) in the top right corner
7. Click Log a Meeting
8. Enter or select the following information in the Quick Create > Event window -
   1. Subject: Enter the name of the event
   2. Activity Type: Select Google Meet
   3. Start Date & Time: Enter the date of the event
   4. End Date & Time: Enter the start time
   5. Description: Enter the description
   6. Participants: Enter the estimated duration of the meeting
9. Click More Fields to add additional information for the following -
   1. Assigned To: Assign the meeting to yourself or to the host of the meeting
   2. Status: Select the status as planned 
   3. Priority: Prioritize the event by selecting the options from the drop-down
   4. Location: Add the location of the event
   5. Event Image: Browse for and upload an image for the event
   6. All Day: Enable the checkbox for an all-day event or meeting
   7. Is Mutual?: Enable the checkbox
   8. Related To: Select the option from the drop-down or type the first few letters to search and select
10. Click View Full Form to add information for different sections such as Event Details, Reminder Details, Recurrence Details, Description Details, Related To, and Invitees
11. Click Save. The system displays a message asking if you want to send an email to the invitees with the meeting details
12. Click Send Email to confirm

1. Log in to the CRM
2. Go to the Main Menu
3. Click Essentials
4. Click Contacts. The Events List View screen opens
5. Click on the contact record for which you want to create an event. The Summary View opens
   1. Click More (three dots) in the top right corner
   2. Click Schedule Conference
   3. Enter or select the following information in the Schedule Conference window -
      1. Enter Event Name: Enter the name of the event
      2. Activity Type: Select Google Meet
      3. Date: Enter the date of the event
      4. Time: Enter the start time
      5. Duration: Enter the estimated duration of the meeting
      6. Click Save. The system displays a message asking if you want to send an email to the invitees with the meeting details
      7. Click Send Email to confirm