Group calls
Start a Terry call with several people and email each of them their own join link from your mailbox, from a conversation or from a person's own record. Add an optional time and a note for the email.
Start one
- From a conversation: in the Inbox, open the conversation, press Book and choose Start a group call.
- From a person's record: on Prospects, open the person and choose Start a group call from the Reach out menu. Use this for someone you have never written to, who has no Inbox conversation yet.
Invite people
- The person you opened is already in the call. Leave the box ticked to email them their link too. Without an email address on file, you get their link to copy.
- Fill in a name and an email for each person, and choose Teammate or Guest. Press Add a person for another row; admins can also pick from Add a teammate. Up to 12 people at once.
- When (optional, goes in the email): a time in your own words, such as tonight at 9 PM Eastern.
- Note to include (optional): an agenda or links. It goes into every email from this press, line breaks kept, up to 4,000 characters.
- Press Send invites.
Each person gets their own link by email from your own mailbox. Every link is also listed to copy, with a line saying whether it was emailed and, if not, why (for example an address that unsubscribed). Open the call opens your own side in a new tab, and Invite more people adds others.
Each link is for that person only. Pressing Send invites twice does not email anyone twice.
How the call itself works, notes included, is in Terry calls.
In Classic
In the Inbox, press Start a group call on the conversation, beside Instant video. On Prospects, open the person's row and press Start a group call. The panel is the same.