# Configuring CRM with Meetingflow

This video provides a brief introduction to configuring your CRM with Meetingflow.

[Configuring CRM with Meetingflow](https://www.loom.com/share/74e7b826d0d549dd8636b6992e6f5fb1?source=embed_watch_on_loom_cta)

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## New User Setup – Video Walkthrough

[New User Setup – Video Walkthrough](/content/help-center/new-user-setup-video-walkthrogh/index.html)

## How to Select and Change a CRM Preset

[How to Select and Change a CRM Preset](/content/help-center/how-to-select-and-change-a-crm-preset/index.html)

## New User Setup

[New User Setup](/content/help-center/new-user-setup/index.html)

## How to Create a CRM Preset

[How to Create a CRM Preset](/content/help-center/how-to-create-a-crm-preset/index.html)

## How to Create a Custom AI Shortcut

[How to Create a Custom AI Shortcut](/content/help-center/how-to-create-a-custom-ai-shortcut/index.html)

## How to Share a Call Recording with External Meeting Attendees

[How to Share a Call Recording with External Meeting Attendees](/content/help-center/how-to-share-a-call-recording-with-external-meeting-attendees/index.html)