Once a meeting has been created, you can add participants and Zoho CRM will send them an email invitation directly.

How to add and invite participants

1. Open the meeting. From the Meetings tab, click the meeting you want to add invitees to.
2. Open the participants list. In the Participants section, click Add, or click Edit to add participants from the same pop-up.
3. Choose who to add. Select a group to add from, or search directly for Users, Leads, or Contacts.
4. Tick your invitees. Select the relevant checkboxes in the list of Users, Leads, or Contacts.
5. Add anyone outside Zoho CRM. For people whose details aren't already in Zoho CRM, type their email addresses into the Invite by Email Address box.
6. Send the invites. Click Add.

Tracking RSVPs

You will receive an email notification whenever an invitee accepts, declines, or marks their attendance as tentative. If someone hasn't responded, you can re-invite them individually from the Actions menu in the Participant Status window.