Salestrekker has a built in video conferencing functionality. Video conferences can be run with clients, partners, users and other contacts from deals directly or outside deals as a separate video call feature (Meetings).
Starting and inviting clients to video conference
To run a video conference, all participants only need a Chrome browser on a desktop/laptop PC or Mac.
Go to the deal whose clients you wish invite to a video conference. Click on the "camera" icon (located in upper right corner in Deal View).
From the popup window, select parties to participate.
Video conference can be run with clients, partners, users and other contacts.
The main requirement to inviting someone is that they need to have an email address added to their contact details.
When all parties have been selected click on 'Invite' button. Once parties are invited, they will receive an email with a call to join the conference.
Please note that you will not be able to select yourself as a user, since you are the one starting the video conference.
You will be in the call once you start the conference.
To start the video feed, click on 'Start Video Conference' button.
Once in the main video conference screen, users can share screen, record conference, can face and documents, send conference link to other parties and end the conference.
How to navigate options once in Video Conference?
Key controls for video organizers are:
Chat - if required to discuss with participants during the conference, simply click on chat option;
Screen share - share your screen and/or if you would like to demonstrate anything to your client;
Recording - record the call and autosave in the deal;
Screenshot - autosave images from the call in your deal.
As well as while you doing video interview you can use "Interview mode" feature within deal view.
Launch an interview mode and ask one question at a time. Video, documents, scans and collect information during interview will be saved in deal record.
Meetings
Meetings has the capability to run the meetings outside the deal view.
1. Start the meeting
To launch the video call, go to 'Connect' on the main navigation bar and click on 'Meetings' in the drop down:
New screen will open with the video call:
2. Invite the other party to the call
Click on the 'Copy' in the box in the bottom right corner.
Meetings works best in the Chrome browser.
Users can accept (but not launch) calls using a mobile app called 'Jitsi'
Send invite link to the other party:
3. End Call
Click on the red button and close the tab:
4. Main Controls
Share link dialog
Microphone
Camera
Screenshare
Chat
Toggle view
End call
How many participants can you I add to Video Conference?
You can add up to 25 participants to single video conference and they don’t have to be associated directly with a deal (being clients or users).
You can Copy invitation link to clipboard and send it as you please. Anyone with the link will be able to join your conference.