Edit Meeting

Meetings ››
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Edit Meeting


To edit the details of an already scheduled meeting, proceed as follows;

  1. To schedule a new meeting, select CRM > Meetings from the Main Menu.
  2. If you wish to view meeting details, select the View icon, then select Edit button on the Action Bar.
  3. 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.



  1. Edit the meeting details as required.
  2. Select New Note if you wish to add a note or document about the meeting.
  3. Click Save on the Action Bar.

Delete Meeting


To delete an already scheduled meeting, proceed as follows.


  1. Select CRM > Meetings from the Main menu.
  2. In the table of meeting displayed, click he Delete icon.