Setting Up a Meeting (if you are not an Agent CRM user):
Accessing Account Settings:
- From the main screen, find and click on “Account Settings” on the left-hand side.
Navigating to Room Settings:
- Within “Account Settings,” click on “Rooms.”
- Choose the specific room for your meeting.
Accessing Room Settings:
- Click on the “Settings” icon associated with the chosen room.
Copy/Paste Room URL:
- Once in the room settings, locate the room URL.
- Copy the URL to paste it into a text or email to share with your meeting participants.
