FAQ: Sales

How to Edit an Existing Event Meeting

Overview

This article covers the basic steps for editing the date, time, duration, team members, contacts, and location to an existing event meeting.

Steps to Complete

Use the following steps to edit the details to an existing event meeting:

1.In the meeting calendar, select the meeting you would like to edit.

2.A pop-up modal will appear with detailed meeting information. Click “Edit”.

3.You can edit the meeting title, date, time, duration, team members attending, other attendees, and meeting location. Click “Save Changes”.

Note: Changes made to meeting title, date, time, duration, and meeting location triggers an email notification to go to all meeting attendees.

Note: Changes made to team members and/or other attendees triggers an email notification to ONLY go to the added or removed attendee.