How to edit an existing meeting created using Kylas CRM?

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:
  1. Add or remove invitees to the meeting
  2. Reschedule the meeting
  3. Change Location
  4. Relate Meeting to a lead/deal/contact 
  5. Status of the meeting.

Prerequisites

  1. Permissions: Need to be the meeting organizer, any user with the permission to update a meeting.
  2. Product Plans: All
  3. Activities to be Completed: Schedule a meeting

Steps

Step 1 
Go to the meeting which you want to edit. Click on the three dots and click on the 'edit'  option. This will open an Edit Meeting form as shown below:




Step 2 
Add the new date and time in the fields 'Date', 'Time From', 'Time To' (if required).



If a meeting is rescheduled then the invitees of the meeting will receive an email informing about the same.

Step 3 (a)
You can remove the invitees from the list by clicking on the close('x') button next to the invitee name inside the invitee selector. Clicking on the delete icon next to the invitee tile can also remove the invitee.



Step 3 (b)
If the invitee you are removing is a contact or lead in the Kylas CRM, then a message as shown below will be displayed.


Click on No to remove the contact/lead only from the invitees list. Click on Yes to remove the lead or contact from the 'Related To' section as well.

Step 4
You can remove contacts/leads from the 'Related To' section if they are not present in the invitees list. There are no constraints in removing a deal from the 'Related To' section.


Step 5 User would also be able to change the medium required for the meeting.

Step 6
The 'Save' button gets activated only when at least one change is made to the existing meeting. Once the 'Save' button gets activated, click on the 'Save' button to update the meeting details.


Clicking on the link on the 'Related To' section on the Meeting Details pane will open a modal displaying the list of entities associated with the meeting, as shown below.


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