To schedule a conference, click on Schedule for Later to launch your scheduler.
Here's where you'll enter:
- Date of conference
- Name of conference (optional)
- Conference duration
- Recurring or Non-Recurring (Business Feature)
Next, you’ll need to add your Participants. If you’ve imported your contacts, you’ll be able to pull up their info either by entering their name, phone, or email address.
If you haven’t done this yet, just manually enter your Participant’s information. Hit enter after each entry to add a new Participant.
Finally, you have the option to add your conference to your calendar. We support:
- Google Calendar
- Yahoo Calendar
UberConference Tip: If you've linked your Salesforce account, your scheduled conferences will display right in Salesforce as a Task.