Sharing calendar event with another user

Steven McGinley
Steven McGinley Member Posts: 1 VERIFIED MEMBER
edited July 2022 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 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    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 Member Posts: 822 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    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]  

This discussion has been closed.

Categories