Inviting Contacts and Users to an Appointment
July 06, 2017 12:36
In Pipeliner, you have the ability to invite other users and external contacts to Appointments.
1. Create an Activity.
2. Click the Add button.
3. Insert the name of the user, or the email address of the contact you wish to invite. Once you add the person, click the + button. An invitation will be automatically send to the relevant person.