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Adding and Removing Activity Members

Use the Members dialog box to add or remove activity members or to change the activity leader when you schedule or edit a phone call or meeting. Activity members appear in gray text until the user confirms or declines the activity. The user appears in black text if the activity is confirmed and red text if the activity is declined.

To open the Members tab

• Click the Members tab from the Schedule a Phone Call, Schedule a Meeting, or Edit Activity view.

To add members

• From the list of Available Members, select the member(s) you want to add, and then click the Add button.

To remove members

• From the list of Currently Selected Members, click the member(s) you want to remove, and then click the Remove button.

Related Topics

Activities Overview