Video Conferencing

Start or join meetings from the platform.

Overview

• Start a meeting — Create an instant meeting or schedule from the calendar.
• Join — Use the in-app join flow or the link in calendar invites.
• Integration — Meetings can link to jobs, leads, or calendar events when supported.

How to use

1. From Calendar or the relevant record, choose Start meeting or Schedule meeting.
2. Invite participants via link or calendar invite.
3. Join when it’s time; allow camera and microphone when prompted.

Tips

• Test camera and microphone in your browser or app before important calls.
• Check Account Settings for default meeting options when available.