How To 'Done / Cancel / Re-Schedule /View ' Scheduled Meeting ?
- Open the "Activities" Module.
- Navigate to the "Meetings" tab.
- Click on the "Meeting Overview" sub tab
- Click "Scheduled" tab
To Mark Scheduled Meeting as Completed (Done) :
- Click 'Done' Icon from action column to mark as completed
- Add Note of Meeting
- Add Meeting document in Attach file (if available)
- Click 'Update' button
To Cancel Scheduled Meeting
- Click Cancel Icon to cancel the scheduled meeting.
- Add Note (reason to cancel)
- Click 'Update' button
To Reschedule a Scheduled Meeting
- Click Reschedule Icon to Reschedule the scheduled meeting
- Add details and click 'Update' button