Adding External Participants

You can add external participants to an activity under Participants below the record.

1. You can choose to add a company, person or a record in your favorites.
2. Select the desired person or company.

   The selected participants are displayed under Participants below the record.

   The participation type is indicated with an icon:

   • In the T (Type) column: = Required, = Optional and = For Information
   • In the S (Status) column: = Accepted, = Open, = Declined, = Not relevant

   The person or company for which the appointment was added is displayed as a link.

3. To change the participation type and status, select the options available under Participation Type or Participation Status in the participant’s context menu.
4. Save the record.