GoToMeeting for Salesforce
GoToMeeting for Salesforce provides a means of managing your meetings in your Customer Relationship Management (CRM) application. You can schedule, update, cancel and start meetings directly from a contact page in Salesforce. This lets you and your team keep future and past meetings linked directly to your contacts. Meeting history created in GoToMeeting is synchronized automatically on a nightly basis.
GoToMeeting for Salesforce lets you:
- Schedule meetings for your Salesforce leads, contacts or opportunities
- Update meeting details
- Cancel or delete upcoming meetings
- Start scheduled or ad hoc meetings
- Sync and review your meeting history
Using GoToMeeting for Salesforce
Scheduling or starting an ad hoc meeting can be done from the Leads, Contacts or Opportunities pages.
Once a meeting is scheduled or completed, you can review the details of the meeting in the Event Detail view.