Now, let's find out how the Vtiger CRM and JioMeet integration works. There are four core Vtiger modules from which you can create and share JioMeet links with your attendees. They are:
In the events module journal , you can quickly create an event by clicking Add Event. For example, if you want to discuss sales quotas with your team members, you can create an event and add all your team members.
You can include relevant information like Event Name, add participants using Assigned to, Start and End date, meeting agenda, etc. Under Activity type, you need to select JioMeet to generate the meeting link.
In the Contact or Deal module journal , if you want to have a live session with your contacts or deals, europe cell phone number list you can access the Summary View of the record. For example, if you want to present a demo for one of your deals or directly resolve a query for a customer, you can contact them privately via JioMeet.
You can create an event by clicking on Sign up for a meeting or Schedule a meeting mentioning all the necessary details. And, after adding all the information, you can send out invitations before the meeting. This way, your participants can stay updated and plan their meetings for the day or week wisely.
Vtiger CRM also allows you to share the meeting link via email . Since sending emails shows professionalism, you can generate the link from the email window and share the meeting link with your leads or contacts.
Finally, while chatting with your customers, if they suddenly ask you to join a call to tell you the problem they are facing with the product they purchased from you, you can generate a link from the Live Chat Module and share it from the chat window.
Vtiger CRM also gives you the option to delete scheduled meetings. Or if you don't want to use the JioMeet app anymore, you can also disable it.
Data Governance for Phone Number Database Use
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