Video conferencing and CRM: organizing your windows and screens

To view your notes during a video conference, start by arranging the windows. A second screen becomes an option if this arrangement remains insufficient for your needs.

A method to try with what you have

1. Prepare the call documents

   Open the presentation, notes, and useful information before the meeting. Close the windows that are not relevant to the conversation.

2. Test the sharing

   Carefully check the window or screen you are going to share. Hide notifications and information that must remain confidential.

3. Choose the placement of the notes

   Keep the notes near the meeting window so you can easily find them. Do a test run of reading and framing with the webcam.

4. Check the usefulness of another screen

   If the documents need to remain visible together, measure the available space. Check the video outputs and the number of screens supported by the computer.

Decide on the next steps

Try one change at a time and observe the result over several sessions. If equipment is still missing, define its role, then compare its dimensions and compatibility with your setup before buying.

Continue with our practical tips · Perform the remote work assessment