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The applied Zoom plan in this article is a Pro plan with a single licensed user. As this stage, it uses as a shared account among multiple users until the trial is complete.

Step-by-step guide:

  • Launch a Zoom application. Go to the Windows button and find the Zoom application and then click Start Zoom.

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Or click the Zoom icon in Windows taskbar.

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  • At the Zoom application, click the Sign in button.

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  • At the Sign In window, enter the email and password. Click the Sign in button.

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  • At the Zoom main application, click the Meetings button.

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  • On the left navigation, select the meeting that

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  • needs to host.

  • To review the meeting setting, click the Edit button.

  • Review the meeting detail. Ensure the Start Date, Duration, Time Zone, Meeting ID and Password are matched with the Outlook / Salesforce meeting calendar that was set up by Executive Assistant previously. If

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  • it is all good, click the X or Cancel button.

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  • Back to the previous Meetings screen, click the Start button.

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  • At the audio conference option window, click the Test Speaker and Microphone link.

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  • Select the right Speaker input. You will hear a ring tone. If you hear a ring tone, click the Yes button.

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  • Select the right Microphone input. Say “test test test” and pause. You will hear a test replay. If you hear a replay, click the Yes button.

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  • If the speaker and microphone are good, click the Join with Computer Audio.

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  • Back to the audio conference option window, click the Join with Computer Audio link.

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  • At the Zoom participant window, the alert will display: You are using the computer audio.

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  • Start talking.

  • By default, there is no video activated. To activate the video, move the cursor to the bottom of the Zoom application window. Click the Start Video button.

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  • As optional, click the following button:

    Mute button for muting the audio
    Stop Video button for stopping the video.
    Manage Participants button for managing the participants.
    Chat button for chatting with other participants.
    Share Screen button for sharing the screen with others.

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  • To end the meeting, click the End Meeting button.

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  • At the End or Leave Meeting window, click the End Meeting for All button.

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  • To sign out the Zoom application, go back to Zoom main application and click the user profile icon at the top right corner. Then click the Sign Out link.

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