Participants
You can add internal or external participants to certain records such as activities or opportunities.
Adding Participants
To add a participant:
- Switch to the desired record.
- Click on .
- A list of all reps is displayed for internal participants.
- For external participants you can add Persons or Companies. Click on the desired item to display the available records.
- Click on each rep/person/company in the list you want to add as participant.
- Click on Done.
By default, on the right of each participant the following icons are shown:
- Internal and external: (Required). Click on this symbol to change the state to Optional or Informational.
- External only: (Open). Click on this symbol to change the state to Accepted, Denied, or Not relevant.
- Save the record.
Deleting Participants
To remove a participant:
- Switch to the desired record.
- Click on to the left of the desired record.
- Click on Delete.