Accessing Agent CRM Account:
- Log in to your Agent CRM account.
Navigating to Contacts:
- In the left-hand side menu, click on the “Contacts” tab.
Selecting Contact for Invitation:
- Choose the specific contact you’d like to invite to the meeting.
Choosing Communication Method:
- Once the contact is selected, decide whether to send the meeting link via SMS or email.
Sending via SMS:
- For SMS, click the paper icon for “Insert Templates (Snippets).”
- Select “QuickMeet – Meeting Link” from the drop-down list.
- The meeting link is added to the text; you can personalize the message before sending.
Sending via Email:
- For email, click the paper icon for “Insert Templates (Snippets).”
- Select “QuickMeet – Meeting Link” from the drop-down list.
- The meeting link is added to the email; personalize the message before sending.
