Follow these steps to add invitees and send an invite:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials > Events. The Events Page opens.
- Open an existing Event or create a new one.
- Click Edit. The Edit page opens.
- Go to the Invitees session.
- You can add invitees in the following ways:
- Enter the invitee's names in the search bar.
- Click the User icon to select invitees from the contact list.
- Click the + icon to create a new contact.
- Click Save. A pop-up with Would you like to send email to new invitees? Opens. Choose one of these options:
- Don’t send - Do not send an email notification to the invitees.
- Send - Send email notification to the invitees.
When you click Send, an email notification is sent to the invitees. The email contains three options: Yes, No, and Maybe. The invitee must confirm their presence in the meeting using one of these options.