Participants Tab

• Schedule or edit a meeting or phone call and click the Participants tab.

1. On the Participants tab, click the Add Contact button.
2. Use the lookup to find contacts you want to add to the activity.
   Use the Lookup by and Search button to narrow the list.
3. Select one or more contacts, and then click Add Selected.
4. When finished, click Close.

1. On the Participants tab, click the Add Lead button.
2. Use the lookup to find leads you want to add to the activity.
   Use the Lookup by and Search button to narrow the list.
3. Select one or more leads, and then click Add Selected.
4. When finished, click Close.

1. On the Participants tab, click the Add Participant button.
2. Use the Lookup Participants dialog box to find contacts or leads you want to add to the activity.
3. Type the first few letters of the person's first name or last name and click Search.
   
4. Select one or more contacts or leads, and then click Add Selected.
5. Repeat steps 4 and 5 until you have selected all of the contacts or leads you want to add to the activity.
6. When finished, click Close.

• In the grid, select the Primary check box next to the contact or lead you want to be the primary.
  The General tab is updated with the new primary contact or lead.

1. In the grid, click in the Role column for the participant you want to edit.
2. Type a role or click the drop-down arrow and select from the list.

Contacts and leads added from the General tab are added to the Participants tab with the IsAttendee check box cleared to indicate that they are only associated with the activity. Contacts and leads added from the Participantstab are added with the IsAttendee check box selected to indicate that they are attendees of the meeting. You can edit the IsAttendee column for each contact and lead.

• Select the IsAttendee check box to indicate that the contact or lead is not only associated with the activity, but is also an attendee
• If the contact or lead is associated with the activity, but will not attend the activity, then clear the IsAttendee check box..

1. Select one or more records in the list and click the Delete button.
2. Click OK.