HELP FILE

GoToMeeting for Salesforce Classic Overview

GoToMeeting 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 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

Use GoToMeeting 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.