About Web Conferences

If your organization has enabled Microsoft Teams or Zoom, then you can start or schedule web conference meetings from within your sales application.

You can:

  • Schedule a web conference for an account, a contact, a lead, or an opportunity

  • Add multiple contacts and resources to the web conference

  • Start a scheduled web conference meeting by selecting the Start meeting in an appointment listed in the list of activities

  • View web conference interactions as part of the activity stream of the respective objects such as account, contact, lead, and opportunity