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
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.
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.
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