Adding your Web Conferencing information to FreeAgent CRM will enable you to access it with a single click when you want to schedule a meeting with your contacts. It is as simple as saving it once in your Personal Settings and then just decide when to use it.
This tutorial will cover:
Navigate to Personal Settings
Open the menu and scroll down until you find Personal Settings and there click on it to display the available options. Alternatively, you can use the search feature and type 'personal settings' to get there faster.
It is possible to include your Web Conferencing in your Personal settings in FreeAgent CRM. This will help you create online meetings with your contacts a lot faster, as you can indicate whether or not you want to use this information when creating Next Steps of type Meeting.
To get started, go to your Personal Settings or search 'web' in the menu, then click on 'Web Conferencing'.
You have the option to add the URL for your personal meeting room (1). The URL will vary based on the service you use for Web Conferencing, just make sure that the URL is complete.
Optionally you can add a generic message that will be sent out to the invitees of all your meetings (2).
You can use all the elements of the HTML editor to create beautiful invitations to your meetings. Once you are done with the details of the Web Conferencing, click the 'Save' button.
It is important to mention that these changes are at the 'user' level, which means that any team member can add their own meeting information to their profile.
To edit the information there, simply replace the previous data and click the 'Save' button once you are done.
Use Web Conferencing when creating a Meeting
To use the information you added to your Web conferencing setting, you will need to create a Next Step type Meeting.
In the Meeting creation window, you have the option to add a location for your Meeting. You could enter an address if you are meeting your customer in a specific place. However if you are meeting over the internet you can add the URL of the meeting room you intend to use. You can also click 'Use Web Conferencing Room location' to use the one you saved in your Settings.
If you use the one you already saved, the location section will include the URL you saved in your Settings and you will notice that under Notes, the message you saved will be there too.
Well done! You have saved your Personal web conferencing information to create meetings faster!
Congratulations! You have now completed configuring your basic settings.