![]() Search Tasks *Task Subject* - You can search for a task by the task subject.Search Cases *Case Title* - You can search for a case by the case title.If multiple matches are found, Vtiger will return the one created first. Search Deals *Deal name* - You can search for a deal by its name - for example, Search Deal Grasspods.For example, Search Contact John, Search Contacts, etc. Meetings Instantly meet face-to-face with the most engaging, interactive video conferencing solution. Get the most complete collaboration portfolio. Webex integrates seamlessly into 100+ industry-leading apps. If multiple matches are found, Vtiger will return the one created first. Personalized spaces Large file sharing Third-party integrations Work with the tools you love. Search Contacts *Keyword* - You can search for a contact by First or Last Name, Phone number, or Email address of a contact.My Agenda - You will see upcoming meetings for the day.The commands listed below are supported in Vtiger Bot: Converse via Vtiger bot to get Contact or Deal information.Ĭhatting via Vtiger Bot From the Chat tab in Webex, you can send commands to Vtiger Bot to retrieve information from CRM.Share Contact or Deal cards with your colleagues directly within a Spaces conversation.Īctions you can do from Webex You can do the following from Webex: Note : If you have any doubts or concerns regarding Webex, kindly contact. Vtiger CRM app is now added to your Webex account. To know more, click here.įollow these steps to install the Vtiger CRM app in Webex Spaces: This integration also enables you to create and insert meeting links quickly when sending emails, chat replies, or meeting invites from the CRM. Sign up for a new Vtiger CRM account for your business if you do not have one. ![]() Get Contact, Deal, Case, or Task information by searching in Vtiger Bot.Ask Vtiger Bot for your agenda for the day.View and share your Tasks, Contacts, Deals, and Cases directly from Webex team spaces.Here are a few benefits of Webex & Vtiger CRM integration: Webex is used by over 100 million users across organizations in all industries. ![]() With Vtiger CRM integration, Webex users can access Vtiger Bot from within Webex spaces to view and share contact, deal information. To join a team, a moderator must add you to it.Webex is a popular collaboration tool from Cisco. That something can involve many activities, or could be subprojects happening at the same time. Teams are great for a consistent group of people who are going to be working on something for a long time. Teams help you keep everything organized by putting multiple spaces under a common theme. If your original intention changes and that project outgrows its original purpose, you can create a team and then move a space into a team. If you change your mind, you can make a public space private again at any time. Anyone in your organization can find a public space that you create. Public spaces are different from other spaces, as they aren't tied to a specific team. Discover, join or create public spaces and connect with people with similar interests, or keep up with the latest news. Public spaces are spaces created within your organization which are easily discoverable. See Webex App | Space sections if you need help with organizing your spaces. Expand and collapse sections to give your space list a clean look. For example, easily drag and drop spaces to sections, to keep specific project work spaces together. Organize and manage all your spaces into sections that you create. Then, only you can add people to the space, and you get other privileges like being able to delete people's messages or files. But if you need more control over who's joining, you can make yourself a moderator of a space. Spaces start out unmoderated, which means anyone can do things like add or remove people, or change the name and picture. You can join a space when someone who's already in the space adds you to it. You could also hear these referred to as standalone spaces. You come together to handle this thing (which can be something quick or long term), but the focus is more narrow and specific. Spaces work well for a group of people working on a specific topic. The conversation that you started remains between the two of you, and you can't add other people to the conversation later. You send a message directly to one person.
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