FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
How do I use onsite events?
How do I invite users to an event?
What are onsite events?
How do I set up reminders for my events?
How do I create a Google Meet event type?
How do I create a recurring event?
How do I create custom event types in the CRM?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events?
What steps should I follow to set up duplicate prevention for Events?
Why do I get an error message when setting up a new meeting in Events?
What are Recurring Events?
What are the default event types available in Vtiger CRM?
How do I delete an Event?
What is an Event?
How do I merge Events?
What actions can I perform in an Event record?
Why am I receiving multiple event confirmation emails from Vtiger?

How to send an invite for an Event?

Follow these steps to add invitees:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Click Events.
  5. Open an existing event or create an event.
  6. Click Edit.
  7. Go to the Invitees block.
  8. Enter the names of the invitees.
  9. Click Save.
  10. Choose one of these options:
    • Do not send an Email - Do not send an email notification to the invitees. 
    • Send Email - Send email notifications to the invitees.
Note: You can add multiple invitees when the Activity Type is Meeting or Group Event.
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