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Screen Share with Zoom
- From Bookbar: Select Zoom Scheduler
- Start Meeting w/ Video OFF
- Select Always allow zoom.us to open the link. Select Open zoom meetings
- Select Participants
- Select Invite. Copy Invite Link
- Insert Invite link under the admin tab
- Add opportunity 2. Screen Share (This will email the client a direct link for this screen share session)
- Start Screen Share
- Once participant joins LOCK meeting in the bottom right-hand corner (3 dots)
- Once the meeting is complete remove the opportunity from customers profile in CRM