Salestrekker has a built in video conferencing functionality. Video conference can be run with clients, partners, users and other contacts.
To run a video conference, all participants only need a Chrome browser on a desk top/laptop PC or Mac. Note that clients can participate in a call from a mobile device by downloading Jitsi Meet app (iOS and Android).
To commence a conference, go to a deal and click on 'Video Conference' button. Then select parties to participate and click on 'Invite' button. Once parties are invited, they will receive an email with a call to join 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, send conference link to other parties and end the conference.
note: Make sure that you and users click on the lock icon (1) and select allow for microphone and video.
To stop camera or microphone, simply click on camera/microphone icons on the main screen.
Key controls for video organisers are: Chat - if required to discuss with participants during the conference; Screen share - share your screen; Recording - record the call and autosave in the deal; Screenshot - autosave images from the call in your deal.
Client can share their screen and upload documents from their computers (George here can upload his documents:
See this short video for the demo on the use of Meetings: