Using Video Calls

Given the growing need for marketing or sales teams to work remotely, SharpSpring provides direct video communications through Zoom. Video Calls provide a quick and convenient way to communicate with team members, leads, or clients who work remotely directly from SharpSpring. Video Calls let you initiate a peer-to-peer (P2P) call with both audio and video to leads or your team members. This article will detail how to utilize the Video Calls service in SharpSpring. Article Contents Calling from the Contact Manager Calling From the Contact Record Calls with Multiple Attendees Initiating Video Calls	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers	✓
	Salespersons	✓
	Jr. Salespersons	✓

Click Contacts in SharpSpring's top toolbar. Click Options > Invite to Video Call next to the name of the desired contact. Enter a personalized message in the Enter a message field. Click Invite and Start Meeting. Click Allow in your browser's permissions window, if necessary. Complete your Video Call. Click Leave. Invites are sent to your selected contacts as emails. Users that join the meeting will be prompted to enter a username and password if they have a Zoom account, though it is not necessary to join the meeting.

		Important: A new, different link will be generated for each Video Call. The link will expire 30 days after the link is created, which will render it unusable for future Video Calls.

You can initiate Video Calls with contacts directly from their Contact Record.

To call from a Contact Record, do the following:

Click Contacts in SharpSpring's top toolbar. Click the name of the desired contact. Click Video Call. Enter a personalized message in the Enter a message field. Click Invite and Start Meeting. Click Allow in your browser's permissions window, if necessary. Complete your Video Call. Click Leave. Invites are sent to your selected contacts as emails. Users that join the meeting will be prompted to enter a username and password if they have a Zoom account, though it is not necessary to join the meeting.

		Important: A new, different link will be generated for each Video Call. The link will expire 30 days after the link is created, which will render it unusable for future Video Calls.

Video Calls with team members or contacts can be achieved by manually sharing the link to attendees for a call. When sending links, consider sending them in an email body to multiple users or leads via Smart Mail.

		Note: There is no limit to the number of attendees that can be part of a Video Call.

Once you initiate a Video Call through SharpSpring, your browser will open into the call window.

From there, you can communicate with your team members, instance users, or leads.

Users on the call will be listed at the top of the call window. A moving blue light next to their name indicates that they are speaking in the call.

To learn more about using Zoom's Video call function, you can check out their FAQ here.

Click to enlarge.

Note: Video Calls are best made using Chrome, Firefox, or Chromium web browsers.

Why was this help article not helpful?