Using Video Calls

Article Contents

• Calling Team Members from the Toolbar
• Calling from the Contact Manager
• Calling From the Contact Record 
• Calls with Multiple Attendees
• Initating Video Calls

You can initiate a Video Call to a team member and other users in your instance from SharpSpring's top toolbar. To call from the toolbar, do the following:

1. Click Team Call in SharpSpring's top toolbar.
2. Do one of the following:
   
      •   Select the desired users from the Select
           the name... drop-down menu
   
      •   Click Copy link to copy the Video Call link
           for use in an email or other communication
   
      •   Click Send link via email to automatically
           insert the link in a new email
3. Click Start Meeting.
4. Click Allow in your browser's permissions window, if necessary.
5. Complete your Video Call.
6. Click    Leave.

Invites are sent to your selected users as emails. Users in the application are also notified at the top of the window. Users that join the meeting will be prompted to enter a username and password. They will need to use their SharpSpring credentials to enter the meeting.

1. Click Contacts > Contact Manager in SharpSpring's top toolbar.
2. Click    Options > Invite to Video Call next to the name of the desired contact. 
3. Enter a personalized message in the Enter a message field.
4. Click Invite and Start Meeting.
5. Click Allow in your browser's permissions window, if necessary.
6. Complete your Video Call.
7. 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. They will need to use their SharpSpring credentials to enter the meeting.

1. Click Contacts > Contact Manager in SharpSpring's top toolbar.
2. Click the name of the desired contact.
3. Click Video Call. 
4. Enter a personalized message in the Enter a message field.
5. Click Invite and Start Meeting.
6. Click Allow in your browser's permissions window, if necessary.
7. Complete your Video Call.
8. 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. They will need to use their SharpSpring credentials to enter the meeting.

Video Calls with team members or contacts can be configured to have multiple attendees. You can manually add attendees to a call. To add multiple attendees to a Video Call, do the following:

1. Initiate a Video Call from one of the following locations in SharpSpring:
   
      •   The top toolbar
      •   Contact Manager
      •   Contact Record
2. Click Allow in your browser's permissions window, if necessary.
3. Send the copied generated Video Call link to other users or contacts.
4. Complete your Video Call.
5. Click    Leave.

When sending links, consider sending them in an email body to multiple users or leads via Smart Mail.

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.

The window displays a number of different options and settings:

Description

Shares your screen with the individuals on the call. Shared screens can be set to display the entire screen, the application window, or the browser tab.

Makes known to the others on the call that you need assistance or have a question. An    icon will appear at the top of the call window next to the name of the caller that raised their hand.

Mutes or unmutes your audio device. An    icon will appear at the top of the call window next to the name of any callers that are muted.

Starts or stops your video device. An    icon will appear at the top of the call window next to the name of any callers that have turned off their camera.

Changes the view from fullscreen to tile format, and vice versa.

Provides options and settings for the following: