How to cancel a scheduled meeting in Kylas CRM?
How to cancel a scheduled meeting in Kylas CRM?
This article covers the steps to be followed for canceling a meeting scheduled using Kylas CRM.
Prerequisites
Permissions
:
Need to be the meeting organizer , special permission to create/Update a meeting on Lead/ Deal/ Contact/Company
Product Plans:
Embark/Elevate
Activities to be Completed:
Schedule a meeting
How to schedule a new meeting?
How to edit an existing meeting scheduled using Kylas CRM?
Steps
Step 1
Click on the meeting to be canceled from the meetings List. This will open a dialog box as shown in the image below:
Step 2
Click on the '
Yes
' button to cancel the meeting. Clicking on '
No
' button will abort the cancellation.