The meeting detail page is where you record outcomes and manage status transitions for a single meeting.
What you'll find here
- Header — breadcrumb back to the list, status badge, and quick actions.
- Time and location — start, end, duration, and the location type (call, video, in-person) plus any address or join link.
- Participants — internal team members and external attendees.
- Notes — what happened, decisions, follow-ups.
- Related entity — the account, contact, opportunity, project, or task this meeting belongs to.
Common tasks
- Mark complete. Available once the meeting end time has passed. Capture your notes here so they show on the related record's timeline.
- Mark missed when nobody attended.
- Cancel with a reason. The reason is preserved on the record so you can reference it later.
- Delete for accidental duplicates only — prefer canceling so the history stays intact.
Tips
- Always pick a related entity. A meeting that isn't linked to anything doesn't show up on the right timelines and won't roll up into account- or opportunity-level reporting.
- A canceled meeting with no reason is hard to interpret later. Take ten seconds to leave one.