Change the status of the Meeting
This article will help understand step wise process to update / change the status of meeting.
Prerequisites
Permission: Any User with Update permission on Meetings
Product Plan: Embark/Elevate
Activities to be completed: None
Steps
Step 1: Updating status is possible from both Brower or Kylas CRM app. To proceed, click on Meetings button on dashboard.
Step 2: All meetings scheduled for the day will be listed on UI, choose the meeting to update status
You can also choose to apply filter in case of specific search parameters
Step 3: Click on 3 dots to view options & update status by clicking in edit button
Step 4: One you access edit menu, click on the status field dropdown option to select new status & save
There is a provision to also Cancel the meeting if not required to be conducted on allotted date & time
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