Reopen a closed meeting

Whether meetings can be reopened depends on your set-up and how your calls are recorded for reporting.

If your system set-up allows you to re-open the meeting yourself:

1. Open the meeting
2. Under the Actions tab click Re-open Meeting
3. The meeting status will change to Re-opened and can be edited before you close it again.

Important: Re-opening and editing a closed meeting record can affect call rates and reporting, For this reason, it’s best avoided.

If your system set-up does not allow you to reopen the meeting yourself, you will need to to ask you manager to re-open the meeting for you.

Editing a re-opened meeting

1. Open the meeting
2. Amend any of the fields on any of the meeting pages except for the date, time and products.
3. Under the Actions tab click Close

Important: Do not edit any fields in the Estimated Expenditure section of the costs page. Doing so means that the meeting will need to go through the approval process again.