How to add an external email id as a contact and add it to invitees list while creating a meeting?

How to add an external email id as a contact and add it to invitees list while creating a meeting?

Any email-id which is not present in the meeting organizer's Kylas account is treated as an external e-mail id. This article describes the steps to be followed to quickly add an external email-id as a contact in the system while scheduling a meeting. once the external email id is added as a contact in Kylas CRM, then it can be included in the invitees list.

Prerequisites

  1. Permissions:  Special permission of creating contacts, create meeting permission on contacts.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Type the external e-mail id in the invitees section on Add Meeting form.


Step 2
Click on the 'Add to Contact' link that pops up after step 1.


Step 3
Insert contact details on the 'Add New Contact' form and click on the Save button. Then you will receive a confirmation message on contact creation and the new contact will be added to the invitees list.