Invite people to a meeting

There are two kinds of people on an event, and they behave differently.

Colleagues are added as attendees. The meeting appears on their calendar, and everyone can see the clash before it happens.

Customer-side people are added under Länkade kontakter, using Lägg till kontakt to pick them from your CRM. This is the one that matters for the CRM: a linked contact puts the meeting on that person's record and on their company's history.

If the person you are meeting is not in the CRM yet, Skapa ny kontakt adds them from inside the event rather than making you go and create them first. You need at least a name or an email — Ange ett namn eller en e-post.

Linking can happen for you. Where a contact is recognised from the event, DealJourney links them automatically (auto); otherwise link them by hand (manuell). Worth a glance, because Inga kontakter länkade ännu on a customer meeting means it will not show up on anyone's record.

Invitations going out. With your mailbox connected, invitations are sent and responses come back through your own calendar account, exactly as if you had booked it there. Without a connected mailbox the event exists in DealJourney but nobody outside is told about it — so if a customer says they never got an invite, check the connection first.