Attendees Tab

Use the Attendees tab to identify contacts and leads expected to attend an activity.

By default, when a contact or lead is added as an Association on the General tab, you are asked if you want to add the contact or lead as an attendee. To include the contact or lead as an attendee, click Yes.

If an Infor CRM user associated with a contact is added to the Availability tab, then the contact is added to the Attendees tab. If you add a contact who is associated with an Infor CRM user to the Attendees tab, then the associated user is automatically added to the Availability tab, so you can see if the user is free or busy.

On this page you can:

• Open the Attendees tab: Schedule or edit a meeting or phone call and click the Attendees tab.
• Add one or more contacts
• Add one or more leads
• Add contacts and leads
• Assign a role to an attendee:
  1. In the grid, click in the Role column for the attendee you want to edit.
  2. Type a role or click the drop-down arrow and select from the list.
• Remove a contact or lead:
  1. Select one or more records in the list and click (Delete).
  2. Click OK.