Avoma Configuration (For Admins)

Learn how to setup and configure the Avoma System for the organization.

• Mapping CRM Fields
• How to create a new template?
• How to Customize your Smart Categories
• How to use meeting Purposes & Outcomes
• How add or remove licenses
• How do Avoma licenses work?
• How to set up teams
• Understanding User Roles in Avoma
• Updating or adding payment information
• Can Avoma Admins access other users' meetings?
• How to Invite New Members to Avoma
• Microsoft Admin Consent Workflow for approving Avoma
• Smart Trackers: Track Ideas and Concepts with AI