Manage meeting attendees

Attendees are contacts from your CRM. A person must exist as a contact before they can be added to a meeting.

Add an attendee

1. Open the meeting.
2. In the Attendees section, click Add Attendee.
3. Choose a person in the Contact field. Contacts are listed as "First Last - Account", and people who are already attending are not shown.
4. Click Add Attendee.

Repeat for each person. If the list shows No contacts available, every contact is already an attendee — or you need to create the contact first.

Remove an attendee

Click the X next to the attendee's name. They are removed immediately, without a confirmation. The contact itself is not deleted.

Where attendance shows up

• The meeting page shows each attendee's name, title, and account. Click a name to open the contact.
• The Attendees column in the meetings list shows how many people are attending.
• Each contact's page lists the meetings they attended under Meeting History.