CRM

lmustre
Participant

Edit a specific meeting

SOLVE

Hi, I have scheduled a meeting and saved it. But i wanted to update and edit it. but it looks like i cannot edit the meeting. 

 

Any idea how to update the existing meeting that I scheduled?

Thanks

lmustre_0-1712052275523.png

 

0 Upvotes
1 Accepted solution
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Edit a specific meeting

SOLVE

Hi @lmustre ,

 

Go to the contact record you scheduled the meeting with.  On the Activities Tab in the center column you should see a tab for meetings.

 

Find your meeting on that tab and click Actions > Edit, like this:

 

trevordjones_0-1712055308986.png

 

- Trevor
If my post solves your problem, please accept it as a solution.

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7 Replies 7
lmustre
Participant

Edit a specific meeting

SOLVE

Hi trevor,

I have tried that. but What i want to edit is the meeting itself to update and add a location of zoom link and then update the calendar invites to my invitees. 

0 Upvotes
trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Edit a specific meeting

SOLVE

Hi @lmustre ,

 

You are correct that you cannot add a location after the meeting is scheduled, but you can add a Zoom link to the Attendee Description, by clicking on that field and pasting the link like this:

trevordjones_0-1712056227870.png

 

Alternately, if your calendar is connected, you can go back to that application and add the location there.  In my case, that's Google Calendar.

 

trevordjones_1-1712056296177.png

 

- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes
lmustre
Participant

Edit a specific meeting

SOLVE

Thank you Trevor,

 

But if i will add in Attendees description, will they be able to receive the zoom link? note that my attendees are not using hubspot. I use the schedule meeting feature to send them a meeting invite. 

 

in your second option, I have to manually add the link on the meeting scheduled on my calendar.

0 Upvotes
trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Edit a specific meeting

SOLVE

Hi @lmustre ,

 

Yes.  Don't forget to save your changes, but so long as you do, attendees will receive an updated invitaiton in their inbox with the link in the description.

- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes
lmustre
Participant

Edit a specific meeting

SOLVE

@trevordjones  just to be clear, you we're referring to the first option right? updating the attendee description? or the second part where i need to update my calendar? Thanks.

0 Upvotes
trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Edit a specific meeting

SOLVE
Yes, that's correct. I mean when you update the description in HubSpot, but of course it applies to either.
- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Edit a specific meeting

SOLVE

Hi @lmustre ,

 

Go to the contact record you scheduled the meeting with.  On the Activities Tab in the center column you should see a tab for meetings.

 

Find your meeting on that tab and click Actions > Edit, like this:

 

trevordjones_0-1712055308986.png

 

- Trevor
If my post solves your problem, please accept it as a solution.