Add an appointment
  • 11 Jan 2021
  • 1 Minute To Read
  • Contributors
  • Print
  • Share
  • Dark
    Light

Add an appointment

  • Print
  • Share
  • Dark
    Light

The calendar is a key InvestGlass feature - when you have to meet with a prospect you can use a share InvestGlass calendar. InvestGlass Calendar will automatically notify all the attendees and related lead/contact.

You can add an appointment

  • From My Appointments & Tasks
  • From the details page of leads, contacts, and accounts
  • From the list view page of leads, contacts, and accounts
  • After a Phone call
  • From the Quick Add button in the CRM

You will find minimum fields to fill such as event name, time. If you select the repeating mode with Repeat. The event will run until the end date. For example, if you wish to a weekly repetition on Monday and select an end time in one month, the event will be repeated four times...

The event can be recorded into the client portal or directly sent via email. We suggest you to use Tags to build subscription lists.

Conference link and description will be added to the event.

**Warning **

If you select to share attendees' names with everyone then everyone will see the names of participants.

If you send an invitation via email, please make sure that your terms of services are GDPR compliant and that you enforce GDPR within your company. If you need information about data processing agreements and GDPR please contact us.

Was This Article Helpful?