You can set up a meeting with a customer you are interacting with and also send them a Google Meet link directly from the chat window.
Follow these steps to schedule a conference (meeting) from a deal record:
- Log in to the CRM
- Go to the Main Menu
- Click Help desk
- Click Customer Issues > Live Chats
- When a customer starts a chat, accept the chat.
- Click More (⋮), more icon to display the drop-down
- Select Schedule Conference
- Fill in the following details in the Schedule Conference window
- Subject – The subject reflects the chat number, customer name, and the agent name
- Start Date - Enter the start date
- Start Time - Enter the start time
- Duration - Enter the estimated duration of the meeting
- Click Add
- You can send the Google Meet link:
- Directly from the Chat window
- Via Email