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.



    • Related Articles

    • How to schedule a meeting using Kylas CRM?

      This article covers the steps to be followed to schedule a meeting with your leads, contacts, and other Kylas users Prerequisites Permissions: Create meeting permission and special meeting permission on required entity Product Plans: Embark/Elevate ...

    • How to edit an existing meeting created using Kylas CRM?

      This article covers the steps to be followed for updating the details of an existing meeting scheduled using Kylas CRM. The scope of this update procedure will include the following: Add or remove invitees to the meeting Reschedule the meeting Change ...

    • How will invitees respond to my meeting invite, for the meeting scheduled using Kylas CRM?

      Once a meeting is scheduled using Kylas CRM, then an invite email is sent to all the invitees (Kylas users/ contacts/ leads) of the meeting. The meeting invite email will look as shown below. All the invitees can respond to the meeting by clicking on ...

    • Meeting Check In / Out

      This article will help understand step wise process to add meetings. Please note that meeting can be created from Web browser as well as Kylas CRM Application. With help of app, it allow to check in & out at the meeting with actual on-site location. ...

    • How to know the meeting Location (conducted)

      This article will help understand step wise process to fetch meeting locations real time. Prerequisites Permission: Any user with Read permission on meeting and Special Meeting permission on Required Entity. Product Plan: Embark/Elevate Activities to ...