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Topics#Sales And MarketingDomanda di Fabio Haag
Fabio Haag ha fatto una domanda in #Sales And Marketing
28 set 2013, 18:55

Recording past meetings with multiple people?

Hi There, I read here that I can record past meetings simply putting a past date, but, how can I record past meetings with multiple people, adding invitees without them receiving an e-mail? Thks!
2 risposte
  1. James Garfield (Agendia, Inc.)
    28 set 2013, 20:16
    Hey Fabio,

     

    All you need to do is create a new event and when it asks you to add Contacts, add multiples by passing them from the Available (left side) to the Selected (right side). You can add up to 50 individuals

     

    Hey Fabio, All you need to do is create a new event and when it asks you to add Contacts, add multiples by passing them from the Available (left side) to the Selected (right side).

     

    If you don't have this option, you will need to enable it by doing the following:

     

    Setup > Customize > Activities > Activity Settings > Allow Users to Relate Multiple Contacts to Tasks and Events

     

    User-added image

     

    Hope this helps!

     

    Best of luck!
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