Meetings Detail page
View the meeting details such as related contacts, notes, and attachments.
- To edit the meeting details, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different meeting. The system displays the new record in the Meetings list.
- To delete a meeting, click Delete.
- To close the meeting after changing its status to "Held", and to create a new meeting, click Close and Create New.
- To create a note or an attachment related to the meeting, click Create Note or Attachment.