Once the Conference Add-on is installed, new Activity Type options—Microsoft Teams, Google Meet, Webex, JioMeet, and Zoom—will be available in the Events module.
Follow these steps to schedule a Conference from the Events module:
- Log in to the CRM.
- Go to the Main Menu.
- Click the Essentials > Events. The Events page opens.
- Click the + Add Event button. The Add Event window opens.
- Enter or select the following details to create a new Event -
- Subject: Enter the subject of the Event.
- Activity Type: Select the appropriate type from the drop-down (e.g., Microsoft Teams, Google Meet, Webex, JioMeet, and Zoom).
- Start Date & Time: Specify when the event should start by selecting the appropriate date and time.
- End Date & Time: Define when the event will conclude by setting the end date and time.
- Description: Provide a detailed explanation of the event, outlining its purpose.
- Participants: Add participants who will be attending the event. You can select participants by clicking the User icon. If necessary, quickly create new contacts by clicking the Plus icon.
- Assigned To: Choose the individual or team to whom the event should be assigned from the drop-down.
- Status: Indicate the current status of the Event by selecting options such as Held, Incomplete, Planned, etc.
- Priority: Specify the priority of the Event, whether it is High, Medium, or Low Priority, so you can prioritize tasks accordingly.
- Location: Add the Location.
- Event Image: Add an image for the event by clicking Browse and selecting one from your device.
- All Day: Select this checkbox if the event will last all day.
- Mutual: Enable this checkbox if the event is mutual
- Related To: If the Event is associated with any module, such as Deals or Internal Tickets, you can select it from the dropdown menu and select the particular record in the search bar.
- Organization Name: Add the name of the organization.
- View full form: Click to enter or select details for the following sections:
- Event Details
- Reminder Details
- Recurrence Details
- Description Details
- Related To
- Invitees
- Click Save.
An Event record with a meeting link is created and stored in the Events folder in the CRM.