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Add Attendees to an Interaction

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Add Attendees to an Interaction

You can add one or more users or contacts as attendees to an interaction.

Ensure that the Interaction Attendees Lightning component is added to the interaction record page.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.

User Permissions Needed
To add attendees to an interaction:	Financial Services Cloud Extension OR FSC Sales

From the App Launcher, select Interactions.
On an interaction record page, on the Interaction Attendees component, click Add Interaction Attendees.

Note If you haven’t already created interaction attendees, click New to create and add one at the same time.
From the Attendee Type list, select Internal or External.
From the Individual list, select User or Contact, and then select a user or contact ID.
Click Add.
To add more users or contacts as attendees, repeat steps 2 through 4.
Save your changes.

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