How to create a video meeting from the SuperOffice diary

To create video meetings, you need to have a video conferencing provider configured.

Create the video meeting URL

1. Create a new appointment and select the name of the company and the contact you plan to meet.
2. To create the video meeting URL, click the video meeting icon that is visible on the right-hand side of the follow-up type. SuperOffice CRM will create and add the video meeting URL for the video provider you use.

If you don’t see the video meeting icon, this means that the video meeting feature isn’t configured yet. Please contact your SuperOffice administrator, who would be able to set up the feature and video provider connection.

Invite participants

You can add participants when you create your video meeting.

1. Go to the Participants tab and click the + Add button to invite other people to this meeting.
2. When you’ve added all the people that you want to attend the meeting, click Save.

If you’ve set up the preferences to automatically send an email to participants, SuperOffice CRM will send out an email containing the video meeting URL.

Notifications

SuperOffice CRM can notify you before your video meeting is about to start. When it’s time to start your meeting, a notification will pop up. You can start your video meeting by clicking the notification pop-up.

To use the notification pop-up, you must check the Alarm on the Details tab. Next, you can add the number of minutes ahead of your meeting you wish to be notified.  

Learn how to create a video meeting with this video and follow the steps below: