Share Appointment Activity

You can also share the appointment with other users (team members) at the same time when you are creating an Appointment activity.


You can pre-select CRM records to share the Appointment activity with them when appointment creates. You can select the Required & Optional records from the activity configuration under the Calendar Settings to share the Appointment activity.


As you have selected the records, it will be pre-selected during the ‘Appointment’ activity creation.


You can remove the records from Required & Optional as per your requirement if you do not want to share the appointment with some of the selected records.


You can add more records into Required & Optional by clicking on the Search icon. You will get the Lookup Records popup from there you can select other records as per your requirement.


Once the appointment is created, the other user will also get the appointment in their calendar.



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