Avoma Configuration (For Admins)

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

• Connect Avoma to Your CRM
• Mapping CRM Fields
• Avoma Privacy Settings
• How to assign licenses and roles 
• How do Avoma licenses work?
• Understanding User Roles in Avoma
• How to Invite New Members to Avoma
• How to set up or manage teams in Avoma
• Set Up Dialer Settings in Avoma
• How to Customize your Smart Topics
• How to create a new template?
• How to use meeting Purposes & Outcomes
• Updating or adding payment information
• Can Avoma Admins access other users' meetings?
• Microsoft Admin Consent Workflow for approving Avoma
• Smart Trackers: Track Ideas and Concepts with AI
• Avoma Integration with Google and Microsoft Groups