Adding internal participants

You can add internal participants to activities.

To add an internal participant:

1. Switch to the desired activity and tap on or add a new activity. For further details, see Adding Records.
2. Tap on under Internal Participants.

   A list of all reps is displayed. Search for the desired rep. For further details, see Searching.

   Note: The list also includes resources and groups. These are indicated with R and G respectively.
3. Tap on a rep to select add the rep as a participant.

   The search area is closed and The rep is added to the list of Internal Participants.

4. Tap on next to the participant.

   The available participation types are listed ( Required Optional and Informational).

5. Tap on the desired participation type.

   The activity record is displayed in edit mode again.

   Note: You can subsequently change the participation type.
6. Tap on next to a participant to remove the participant.
   Note: The rep entered in the Rep ID field (by default, the rep who added the activity) is automatically added as a participant with the participation type set to Required. This rep cannot be removed as a participant. Change the rep entered in the Rep ID field to change the participant. For further details, see Selecting reps.
   Note: You can only change your own participation status. To do so, tap on the current status ( Open, Accepted, Denied or Not relevant) and choose the desired status.