Inviting Contacts and Users to an Appointment

In Pipeliner, you have the ability to invite other users and external contacts to Appointments.

1. Create an Activity.

Screenshot01.png

2. Click the Add button.

Screenshot02.png

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.

Screenshot03.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request