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How to send an invite for an event?

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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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