Sharing calendar event with another user

Steven McGinley
Steven McGinley Posts: 1
edited July 26 in Sales CRM #1

If I have a meeting set up for let's say Monday at noon, how do I share the event and details with another user on the same account?  Basically, I want someone else in the office to have it added to their calendar as well.

Any help is appreciated. Thank you

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited July 2021 #2

    Add them as a guest when you create the activity of you want them to have it in their calendar. Otherwise they can view your calendar by going to appointments and choosing your name to view. 

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited July 2021 #3

    You would have 2 options

    1- Add them as a guest of the event

    2- Share the whole calendar with the user [through google/outlook]