How to Share the Screen with Your Trujay Account Manager?

  1. Home
  2. Knowledge Base
  3. General Service Questions
  4. How to Share the Screen with Your Trujay Account Manager?

Your account manager is flexible and can screen share via the software of your choice. Whether it’s Zoom, Skype, or another tool, just link it to your account manager. Or, you can request a link for screen sharing from your account manager if you don’t have a preference.

When screen sharing, make sure you:

  1. Allow camera/microphone access
  2. Use your microphone
  3. Allow (in the appearing window)
  4. Enter /data2crm-irene
  5. Knock (now wait for Irene’s reply)
  6. Share screen (it is in the center bottom of your screen)
  7. Add an extension (in the appearing window)
  8. Share (in the appearing window)
  9. Stop sharing (push this button only after the Account Manager chat is over)

Your screen will look like this:

Was this article helpful?

Related Articles