To edit the details of an already scheduled meeting, proceed as follows;
- To schedule a new meeting, select CRM > Meetings from the Main Menu.
- If you wish to view meeting details, select the View icon, then select Edit button on the Action Bar.
- If you wish to edit without viewing, select the Edit icon for the meeting in the list of meeting shown in the table of meetings listed.
- Edit the meeting details as required.
- Select New Note if you wish to add a note or document about the meeting.
- Click Save on the Action Bar.
To delete an already scheduled meeting, proceed as follows.
- Select CRM > Meetings from the Main menu.
- In the table of meeting displayed, click he Delete icon.