You must install the Conference extension to use Teams Meetings in Vtiger CRM.
Follow these steps to install the extension:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Go to Extensions.
- Select Extension Store.
- Search and install the Conference extension.
- Click the Launch button.
Teams Meetings is now activated in your CRM account.
Once the extension is installed in your CRM, you can access Teams Meetings directly from:
- Contacts
- Deals
- Emails
- Events
- Web Chats