Overview

You want to send an ad-hoc calendar invite through Playbooks, because your organization sends blind calendar invites to its prospects for potential meetings. 

Information

You can send calendar invites any time with an ad-hoc calendar invite. Reps can view their availability, format invitations, and add additional contacts without having to leave Playbooks. Using the ad hoc calendar invite allows managers to report on how many invitations were sent by each rep. To Send an Ad Hoc Calendar Invite, complete the following steps:

1. Open an existing People, Account, or Task record.
2. Click the Ad-hoc Schedule button.
3. Create the meeting invite details.
   Clicking MY SCHEDULE lets you select a meeting time and shows your current schedule for the day selected.
4. Edit the message details.
5. Click SEND.