How do I add participants to a meeting?
To invite members to a meeting
- Go to the Meetings tab
- Select the meeting you want to add participants to from the Meetings home page.
- Click Add in the Participants section of the Meeting Details page.
- Select the check boxes of the users you want to invite. You can select users from the Leads, Contacts, Users, and Groups dropdowns to invite to the meeting.
- Click Add. The users will be invited to the meeting.
Note:
- If an email reminder is set for the meeting, both the meeting owner and the participants will get reminders.
- If a pop-up reminder is set for the meeting, both the meeting owner and the participants who are users in your CRM account will get pop-up reminders.
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