Linking CRM Contacts to Outlook Appointments

Learn how to link CRM contacts to outlook appointments.

To link a CRM Contact to Outlook Appointments:

1. Login to the CRM.ConnectLive plugin. For more information, see Logging In.
2. Open the Appointment tab.

1. Open the CRM.ConnectLive window and search for the required contact by entering the search criteria.
2. Open the desired record from the search results.
3. Add the contact as a mandatory, optional, or resource attendee.

   To add a mandatory attendee:

   1. Click (Mandatory button).
   2. The CRM contact is added as a mandatory attendee, as shown in the Details View screenshot below.

      

   To add an Optional attendee:

   1. Click (Optional button).
   2. The CRM contact is added as an optional attendee, as shown in the Details View screenshot below.

      

   To add a Resource attendee:

   1. Click (Resources button).
   2. The CRM contact is added as Resources attendee, as shown in the Details View screenshot below.