Requires administrator rights or the following permission:
Bookings (edit)


You can update a booked meeting as held from Warehouse Bookings.


  1. Go to Warehouse in the menu on the left and choose Bookings.

  2. Find the meeting you want to cancel and click on the meeting.

  3. Go the bottom and click Go to booking.

  4. Locate Meeting status in the bottom right corner and choose Held from the dropdown.

  5. The field With sales? pops up, where you need to register whether or not the meeting led to a sale.

  6. Click Update.


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