Troubleshooting - Cannot Initiate Meeting Actions

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 Meeting Actions