1. Click Add New
2. Select Task
3. Select Virtual Meeting
4. The Task Owner will default to you. Leave the owner as yourself or assign a different owner. Task Owners will receive all notifications about the task.
5. Click the Virtual Meeting box to auto populate your Zoom information in the Description box and Location box.
6. Fill in the For Account and Contact box.
7. Choose your Date, Time, and Duration
8. Click Create Task
9. A push notification will automatically be sent to the contact’s phone (if enabled) and they will receive an email notification.