After installing the Conference Add-on, you must connect your preferred service provider, such as Microsoft Teams, Zoom, or Google Meet, to start scheduling meetings from within Vtiger CRM.
Follow these steps to sign in to a service provider:
- Log in to the CRM.
- Go to the main Menu.
- Select Essentials > Events. The Events List View opens
- Click the Sync button on the top-right. The Sync window opens.
- Click Sign In next to the provider you want to use (e.g., Microsoft Teams).
- A login screen for the selected provider (e.g., Microsoft) appears.
- Enter your credentials.
- Grant the necessary permissions when prompted.
- Click Sign In.
The service provider you signed in to is now connected and ready to use in Vtiger CRM.