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.
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
Click on the meeting to be canceled from the meetings List. This will open a dialog box as shown in the image below:
Click on the 'Yes' button to cancel the meeting. Clicking on 'No' button will abort the cancellation.
How will invitees respond to my meeting invite, for the meeting scheduled using Kylas CRM?
Once a meeting is scheduled using Kylas CRM, then an invite email is sent to all the invitees (Kylas users/ contacts/ leads) of the meeting. The meeting invite email will look as shown below. All the invitees can respond to the meeting by clicking on ...
How to schedule a meeting using Kylas CRM?
This article covers the steps to be followed to schedule a meeting with your leads, contacts, and other Kylas users Prerequisites Permissions: Create meeting permission and special meeting permission on required entity Product Plans: Embark/Elevate ...
How to edit an existing meeting created using Kylas CRM?
This article covers the steps to be followed for updating the details of an existing meeting scheduled using Kylas CRM. The scope of this update procedure will include the following: Add or remove invitees to the meeting Reschedule the meeting Change ...
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 ...
Meeting Check In / Out
This article will help understand step wise process to add meetings. Please note that meeting can be created from Web browser as well as Kylas CRM Application. With help of app, it allow to check in & out at the meeting with actual on-site location. ...