Overview
Meeting Detail shows one selected-client booked meeting with its schedule, status, owner, source, qualification, contact information, notes, and saved recording. Authorized users can edit allowed fields or correct an accidental Meeting Set.
How to use this page
Open a booked meeting
From Booked Meetings, select View for the relevant record. The page shows the contact and company, status, schedule, time zone, source, setter, owner, qualification, and contract value.
Play a saved recording
When a recording is available, use the player in the Recording section. If the saved recording matches its booking call, playback uses the platform recording link; legacy saved recordings remain supported.
Edit a meeting when authorized
Select Edit Meeting to update the allowed meeting and contact fields. Choose Save Changes when finished or Cancel to discard unsaved edits.
Correct an accidental Meeting Set
An authorized SDR manager can select Correct Meeting Set when the contact is currently Meeting Set. Add an optional reason, then choose Restore prior status. The action restores the exact prior status and clears only this booking's Meeting Set attribution and date.
Handle a no-show or incorrect meeting
Authorized users can select Mark No-Show and provide a reason. Authorized users can select Delete after confirming. Delete un-books the meeting and cannot be undone.
What the buttons do
- Correct Meeting Set
- For authorized SDR managers when the contact is Meeting Set, open the accidental-booking correction dialog.
- Restore prior status
- Restore the exact status from before booking and clear only this booking's Meeting Set date and attribution.
- Edit Meeting
- For employees, open editable meeting and contact fields.
- Recording player
- Play the saved meeting recording inline with skip and speed controls when a recording exists.
- Mark No-Show
- For authorized users, record a no-show reason.
- Delete
- For authorized users, un-book the meeting after confirmation. This cannot be undone.