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Screen Share with Zoom

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

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