How To Edit Account and Meeting details on Outreach Kaia Meeting Recordings

Created by Ayesha Naweed, Modified on Mon, 9 Feb at 11:00 PM by Alsabana Sahubarali

Objective

Edit Outreach Kaia meeting recording details as an Outreach user in order to update information associated with the meeting such as:

In the Outreach platform, from the the navigation sidebar, click Kaia.
On the resulting Kaia recordings tab, optionally search, sort, filter, or manually navigate the list of recordings as needed.
Click on any recording to access it.
Hover over the Recording info screen
Click the pencil icon beside any information you wish to edit.
Change the desired information then click Save.
Changed information will now reflect on the Meeting.