Summer 2026 Help

Troubleshooting: Cannot Initiate Product Review Action after Creation

Symptoms

  • The Initiate action is not available

Possible Causes

  • The Meeting has not been started


Resolution Steps

  1. Click Start on the Meeting record.

  2. Mark attendees as Present.

  3. Click Initiate in the Next Best Actions section.

  4. Provide the eSignature, if applicable.


Additional Resources

ComplianceQuest

  • Initiating Product Review Actions