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How To 'Done / Cancel / Re-Schedule /View ' Scheduled Meeting ?

  1. Open the "Activities" Module.
  2. Navigate to the "Meetings" tab.
  3. Click on the "Meeting Overview" sub tab 
  4. Click "Scheduled" tab

To Mark Scheduled Meeting as Completed (Done) :

  1. Click 'Done'  Icon from action column to mark as completed

     
  2. Add Note of Meeting 
  3. Add Meeting document in Attach file (if available)
  4. Click 'Update' button 

 

To Cancel Scheduled Meeting

  1. Click Cancel  Icon to cancel the scheduled meeting.


     
  2. Add Note (reason to cancel)
  3. Click 'Update' button

To Reschedule a Scheduled Meeting

  1. Click Reschedule  Icon to Reschedule the scheduled meeting

     
  2. Add details and click 'Update' button 

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