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Accept and decline invitations

•
Version: 10
Some tooltip text!
• 2 minutes to read
 • 2 minutes to read

Mobile CRM: Invitation -app-screen

New invitations show up in the Invitations tab on the Notifications screen and the tabs on the Diary screen.

  • If you have not opened the invitation yet, there is a question mark next to it.
  • If you have seen the invitation but not yet responded, there is an eye next to it.
Tip

Not sure if you are available? Tap the time in the invitation header to look at your schedule for that day.

Accept/decline from Notifications

  • Swipe left on the invitation and tap the checkmark or red x.
  • Or, tap to open the appointment and select Accept or Decline.

Accept/decline from Diary

  • In the Day, Week, and Month tabs, tap open the appointment and select Accept or Decline.
  • In the Upcoming tab, swipe left on the invitation and tap the checkmark or red x.

Give a reason for declining

When you decline an invitation, search for a predefined reason or write a reason for declining manually.

Can I change my mind?

Accepted appointments can be declined later from the Task menu.

When someone cancels

As the owner of the appointment, you will be notified if someone declines.

You can confirm canceled recurring meetings quickly by swiping left and tapping the checkmark.

Mobile CRM cancel recurring meeting -app-screen

Related content

  • About invitations
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