How can other members be invited for an event?
You can invite members for an event by following the steps given below:
- Click the Activities tab.
- In the Activities Home page, select the event for which you want to invite members.
- In the Event Details page, under the Related List items, click Add Invitees.
- In the Invitees Look up popup window, select the check box(es) of the users whom you want to invite.
You can also select Leads or Clients from the drop down list and invite them for the event. - Click Add or click Add and SendEmail.
The user will be invited for the event.
Note:
- If an email reminder is set for the event, then the event owner and also the invitees will get email reminders.
- If a pop-up reminder is set for the event, then the event owner and also the users (in your CRM account) added as invitees will get pop-up reminders.
Related Articles
How can other members be invited for an event?
You can invite members for an event by following the steps given below: Click the Activities tab. In the Activities Home page, select the event for which you want to invite members. In the Event Details page, under the Related List items, click Add ...
How do I create an event in Calendar?
Click the Create link in the calendar. You can also click on the date or time slot in the calendar and create events. Specify the Title of the event and Location. Select the All Day check box if you want to mark it as an all day event. Select ...
How do I edit an event in CRM
There are three ways to edit an event in CRM. In the Events List View In the Event Quick View popup in Calendar In the Event Details page In the Events List View Go to the Activities module and choose the required required Event List View. Point the ...
How do I view the complete details of an event?
In order to view the complete details of an event, you must navigate to the respective Event Details page. There are two ways to do so. From the Event Quick View popup, click on the title of the event. From the Events List View, click the desired ...
How can I add shared contacts for the Organization, so that all members of my Organization, have access to it in their Address books.
When you login as a Super Administrator to Client management system, you will have the permission to Add, Edit or Delete Shared Contacts.