How to Schedule a Virtual (Zoom) Meeting

How to Schedule a Virtual (Zoom) Meeting

After you have enabled the Zoom Integration, you can create a meeting and auto-populate your meeting ID directly in the virtual meeting task.  

1. Click Add New

2. Select Task

3. Select Meeting

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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 radio button to auto-populate your Zoom information in the Description box and Location box.

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6. Fill in the For Account and Contact box.

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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. 


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