To use the Schedule Conference feature, you must install the Conference Add-on.
Follow these steps to install the Conference Add-on:
- Log in to the CRM.
- Click the User Menu on the top right corner.
- Click the Settings. The Settings page opens.
- Go to the Extensions section.
- Click Add-ons. The Add-ons page opens.
- Search for Conference. The Conference Add-on appears.
- Click Install
Once installed, service providers such as Microsoft Teams, Google Meet, Webex, JioMeet, and Zoom will appear as options in the Activity Type dropdown in the Events module. You can begin scheduling conferences from various modules, including Events, Contacts, Deals, Emails, and Live Chats.