Integrating Your CRM

Accessing Account Settings: Navigate to “Account Settings” to manage your account preferences. Accessing General Settings: Within “Account Settings,” click on “Settings.” Adding Integration: Locate and click the “Add...

Whiteboard

Entering the Meeting Room: Join the meeting room to access its features. Accessing Whiteboard: In the meeting menu bar, find and click on the computer icon labeled “Share.” From the menu, select “Whiteboard.” Whiteboard Tools: Utilize various...

Screen Sharing

Entering the Meeting Room: Join the meeting room to access its features. Initiating Screen share: In the meeting menu bar, locate the computer icon labeled “Share.” Click on “Share” to open the sharing options menu. Choosing Screen Sharing...

Chat

Entering the Meeting Room: Join the meeting room to access its features. Utilizing the Chat Feature: In the meeting room, locate and click on “Chat” in the menu bar. Sending Messages: You will see options to send messages to your participants and your...

Recording Meetings

To turn on automatic recordings To turn on automatic recordings, navigate to the main screen.  Locate the tab on the left labeled “Account Settings.” Under “Account Settings,” find the “Rooms” section. Click on the settings...