How to: Add Attendees to a Meeting

You can add attendees to a to-do of the meeting type after you have created it, using the Create To-do wizard.

You can remove attendees only from the Organizer To-do card.

To add an attendee to a meeting

In the Search box, enter Salespeople, and then choose the related link.
In the Salespeople window, select the salesperson who organized the to-do that you want to add attendees to.
On the Salesperson/Purchaser card, on the Navigate tab, in the Salesperson group, choose To-dos.
In the To-do List window, select the to-do that you want to add attendees to.
On the Navigate tab, in the To-do group, choose Attendee Scheduling.
Fill in lines for each attendee that you want to invite.

Note

If you want a new attendee to receive an invitation to the meeting, select the Send Invitation check box for this attendee.
On the Interaction FastTab, enter an Interaction Template Code, if necessary.
On the Actions tab, in the Functions group, choose Send Invitations. If you do not want to send invitations, choose the OK button.