For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/register-meeting-outcome.md.
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      • How do I record what happened in a scheduled meeting?

      Open the opportunity, go to the Next actions tab and click the meeting row: the outcome actions open right there, below the row — no need to enter the edit window.

      Before you start

      • Role: you can only give an outcome to appointments inside your attendance scope. An attendant with restricted access only sees and only acts on their own appointments — a colleague's do not show up to edit. Check what each role covers in the permissions table.
      • The meeting must be open (scheduled or confirmed). A meeting already completed, cancelled or marked as no-show only shows the Reopen button.

      Give the outcome from the opportunity

      1. Open the opportunity — from the card on the pipeline, or from its direct link.
      2. On the Next actions tab, find the meeting in the Focus list.
      3. Click the meeting row. A strip of actions opens below it, without leaving the screen.
      4. Pick one of the actions:
      ActionWhat it does
      Mark as confirmedSignals the meeting is still on. Clicking it again undoes the confirmation. It does not close the pending item — see Confirmed is not the same as completed below.
      RescheduleOpens the scheduling window to pick a new time. See edit a task for what else you can change there.
      No-showRecords that the lead missed the meeting that was on. Leaves the queue of pending items.
      UnresolvedCancels the meeting — asks for a reason before confirming. See the difference from "No-show" below.
      Mark as resolvedRecords the meeting as completed. Leaves the queue of pending items.

      The same actions show up in the (⋮) menu of each row on the opportunity's Scheduling tab, and in the appointment detail panel of the attendance agenda — it is the same strip of actions, only where you click to open it changes.

      Reopen an outcome

      A meeting marked as completed, no-show or cancelled shows only the Reopen button. Reopening brings the meeting back to scheduled and clears the previous outcome — use it when the record was a mistake.

      No-show is not the same as cancelled

      Unresolved cancels the meeting: the meeting is not going to happen, and you must state a reason. No-show is different — the meeting was still on, and it was the lead who missed it. Use "No-show" when it makes sense to resume prospecting with that lead; use "Unresolved" when the meeting itself was called off.

      Confirmed is not the same as completed

      Confirming only signals the meeting is still on — it stays pending. Once the scheduled time passes, it still shows up as overdue in the list, even if confirmed. Only Completed, No-show and a cancelled meeting leave the queue of pending items.

      The outcome is recorded in the history

      Every state change of the meeting — booked, rescheduled, confirmed, held, no-show and cancelled — goes into the opportunity history, with date and time. You can reconstruct what happened with the lead without relying on anyone's memory.

      The same goes for the no-show the system records on its own: it shows up in the history like any other outcome.

      If it didn't work

      • The outcome actions do not show up, or the row does not react to your click: you lack permission to act on that meeting — check the attendance scope and the permissions table.
      • Unresolved does not confirm: the reason is required — write something in the field before confirming.
      • Any other error while saving: see the error codes.