HELP FILE

GoTo Meeting for Salesforce Classic Overview

    GoTo Meeting for Salesforce Classic 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 GoTo Meeting is synchronized automatically on a nightly basis.

    GoTo Meeting 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

    Use GoTo Meeting for Salesforce

    You can schedule or start an ad hoc meeting 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 Details view.