How to change Default Meeting Type

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

1. Access the Outreach Platform.
2. Click on Personal Settings
3. Under 'Meetings', click on 'Calendar setup'
4. 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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