Last Revised: 11 Sep 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Jump to the following sections to learn more about Web Conferencing Configuration:
What is Web Conferencing Configuration?
Web Conferencing Configuration enables you to set up your Web Conferencing account within Veloxity CRM.
Web Conferencing is an online service enabling you to hold live meetings, conferences, presentations, and trainings using the internet.
How can I use Web Conferencing Configuration?
Web Conferencing configures your Veloxity system to work with your web conferencing account.
- Your Veloxity Administrator sets up the company-wide Web Conferencing Service in Veloxity CRM (GoToMeeting or Zoom).
- Click Configure Web Conferencing and enter your login information to connect your web conferencing user account to Veloxity.
Once configured, click the meeting icon to schedule and send meeting invitations through Veloxity.
Where can I find Web Conferencing Configuration?
Web Conferencing Configuration is found in My Profile.
From the Main Menu, click My Profile > Profile Settings > Configure Web Conferencing
Navigating Web Conferencing Configurations
You are looking at a screenshot of Navigating Web Conferencing Configurations:
Figure 1. Navigating Web Conferencing Configuration.