How invite coworker to meeting?

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Żaneta
Żaneta Member Posts: 6
edited June 2022 in Sales CRM #1

Hello, how can we add other people to task ?

I need to invite coworker to meeting, and there is no option like this.

Please let me know if you can help ;)

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
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    Does your Co-Worker have a pipedrive account?

    When creating the task, you can select whom to assign it to. 

  • Żaneta
    Żaneta Member Posts: 6
    edited February 2021 #3
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    Boris Tsibelman said:

    Does your Co-Worker have a pipedrive account?

    When creating the task, you can select whom to assign it to. 

    Yes, he has, but there is no working.

    I assign him, but it is not in his callendar.

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2021 #4
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    Boris Tsibelman said:

    Does your Co-Worker have a pipedrive account?

    When creating the task, you can select whom to assign it to. 

    @Żaneta please make sure your co-worker is looking at the right filters. They can also search for the item you link the activity to and see if it's there. 

  • Rob Lammerts van Bueren_81334
    Rob Lammerts van Bueren_81334 Member Posts: 1
    edited June 2022 #5
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    Hello, Basically the same question, I would like to invite multiple co workers. not just one.
    from the customer side I am able to select more people involved. It would be great if collegues with a Pipedrive account by default could be added.


     

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