FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
How do I use onsite events?
How do I invite users to an event?
What are onsite events?
How do I set up reminders for my events?
How do I create a Google Meet event type?
How do I create a recurring event?
How do I create custom event types in the CRM?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events?
What steps should I follow to set up duplicate prevention for Events?
Why do I get an error message when setting up a new meeting in Events?
What are Recurring Events?
What are the default event types available in Vtiger CRM?
How do I delete an Event?
What is an Event?
How to send an invite for an Event?
How do I merge Events?
What actions can I perform in an Event record?
Why am I receiving multiple event confirmation emails from Vtiger?
Can I invite someone who is not already a Contact in my CRM to an event?
Can I send event invites using just an email address?
What happens if I type a name that isn’t in the system while creating an event?
How do I integrate Microsoft Teams with Vtiger CRM?
Where can I schedule a Microsoft Teams meeting from in Vtiger?
How do I track responses from Teams meeting participants in CRM?
Is the Teams meeting recording stored in the Vitger CRM?
Can Teams meetings in CRM sync with Google Calendar?
How do I send a Teams meeting link from a Deal record?
How do I send a Teams meeting link from a Contact record?
Why do I see this error message while creating a Teams Meeting event - Invalid credentials. Revoke access and add again?
How do I install the Conference Add-on?
How do I set up a Conference provider in Vtiger?
How do I Schedule a Conference from the Contact module?
How do I schedule a Conference from the Deal Module?
How do I schedule a conference from Live Chat?
How do I revoke access to a conference provider in Vtiger CRM?
How do I uninstall the Conference Add-on?

How do I schedule a Conference from the Events module?

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:
  1. Log in to the CRM. 
  2. Go to the Main Menu
  3. Click the Essentials Events. The Events page opens. 
  4. Click the + Add Event button. The Add Event window opens. 
  5. Enter or select the following details to create a new Event -
    1. Subject: Enter the subject of the Event.
    2. Activity Type:  Select the appropriate type from the drop-down (e.g., Microsoft Teams, Google Meet, Webex, JioMeet, and Zoom).
    3. Start Date & Time: Specify when the event should start by selecting the appropriate date and time.
    4. End Date & Time: Define when the event will conclude by setting the end date and time.
    5. Description: Provide a detailed explanation of the event, outlining its purpose.
    6. 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. 
    7. Assigned To: Choose the individual or team to whom the event should be assigned from the drop-down.
    8. Status: Indicate the current status of the Event by selecting options such as Held, Incomplete, Planned, etc.
    9. Priority: Specify the priority of the Event, whether it is High, Medium, or Low Priority, so you can prioritize tasks accordingly.
    10. Location: Add the Location.
    11. Event Image: Add an image for the event by clicking Browse and selecting one from your device.
    12. All Day: Select this checkbox if the event will last all day.
    13. Mutual: Enable this checkbox if the event  is mutual
    14. 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.
    15. Organization Name: Add the name of the organization.
    16. View full form: Click to enter or select details for the following sections:
      1. Event Details
      2. Reminder Details
      3. Recurrence Details
      4. Description Details
      5. Related To
      6. Invitees
  6. Click Save.
An Event record with a meeting link is created and stored in the Events folder in the CRM.
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