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How do I send a Google Meet link through email?

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You can send a Google Meet link in your email to your contact or co-worker from the contact record. 
Follow these steps to send a Google Meet link in your email from a contact record:
  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

Apart from creating and sending a Google Meet link in your email, you have other options available in the Compose Email window.
From the Compose Email window, you can:
  • Attach files: You can attach documents along with your meeting request from the laptop, desktop, or from the CRM. 
  • Reminder: You can set a reminder to yourself to follow up on the email sent.
  • Tracking: You can track the email you have sent to see if your request was accepted.
  • Save as Draft: If you have any impending meetings or discussions coming, you can prepare well ahead of time by creating and saving an email as a draft with relevant information.
  • Send: Just because you have created an email does not mean you have to send it right away. Create an email when you are free and schedule it to be sent on the date and time picked by you. 
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