Objective
The purpose of this article is to provide direction to Outreach Users on how to change the default meeting type in Outreach.
Applies To
-
Outreach Admins
-
Outreach Users
Before you begin
- Please note that the Org-wide Default Meeting Type was originally created at the time of the instance creation
- Essentially, all users can select their default meeting type in their calendar settings, and this 'Default meeting type' in the meeting type list acts as a backup if a user has not selected a default meeting type in their calendar settings or if all other meeting types were deleted.
Procedure
- Access the Outreach Platform.
- Click on Personal Settings
- Under 'Meetings', click on 'Calendar setup'
- Under 'Default meeting type', choose the meeting type
Additional Information
The default meeting type can only be updated at the individual user level; there is no setting available for the organization level.
Unable to delete default meeting type - Not authorized to perform this action
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