[{"data":1,"prerenderedAt":106},["ShallowReactive",2],{"shell":3,"article:meeting-lifecycle":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":35,"kind":36,"href":37,"icon":38,"title":39,"description":40,"level":41,"status":42,"verification":43,"reviewedAt":44,"videoStatus":45,"productLocation":46,"topic":47,"html":50,"toc":51,"shots":59,"related":60,"topicNext":93,"paths":94,"videos":95,"sidebar":96},"reference-meeting-lifecycle","meeting-lifecycle","guide","\u002Fguides\u002Fmeeting-lifecycle","calendar-check","Review meeting history and audited attendance","Meeting Lifecycle shows confirmed or pending meetings for one lead and any associated no-show recovery plan. Open it in the context of an authorized lead. The…","intermediate","published","source-reviewed","2026-11-04","planned","Calendar → open a meeting → Meeting history",{"slug":25,"title":48,"href":49},"Tasks, meetings and pipeline","\u002Ftopics\u002Ffollow-ups","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>\u003Cstrong>Meeting Lifecycle\u003C\u002Fstrong> shows confirmed or pending meetings for one lead and any associated no-show recovery plan. Open it in the context of an authorized lead. The route’s lead identifier must come from the application, not a guessed or copied customer record.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Csection class=\"section\" data-section=\"review-the-meeting\">\u003Ch2 id=\"review-the-meeting\">Review the meeting\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Check \u003Cstrong>Provider-confirmed meetings\u003C\u002Fstrong>, the meeting time, duration and provider. An empty list means no meetings were returned for this lead; it does not prove a booking provider has no records elsewhere.\u003C\u002Fli>\n\u003Cli>Inspect the current status before recording anything. Provider-confirmed evidence and a manually recorded outcome are distinct sources.\u003C\u002Fli>\n\u003Cli>If you are authorized to record missing attendance evidence, choose \u003Cstrong>Record outcome\u003C\u002Fstrong>. Select \u003Cstrong>Attended\u003C\u002Fstrong> or \u003Cstrong>No-show\u003C\u002Fstrong> and explain \u003Cstrong>Why are you recording this manually?\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Review the reason and choose \u003Cstrong>Save audited outcome\u003C\u002Fstrong> only when the evidence is accurate. The dialog states that your identity, time and reason are retained. \u003Cstrong>Cancel\u003C\u002Fstrong> leaves the outcome unchanged.\u003C\u002Fli>\n\u003Cli>If a no-show recovery plan is shown, review its state, timezone, next action and individual task steps. \u003Cstrong>Complete task\u003C\u002Fstrong> changes task state; it is not a way to dismiss a notification without doing the work.\u003C\u002Fli>\n\u003Cli>To stop an authorized recovery plan, choose \u003Cstrong>Stop recovery plan\u003C\u002Fstrong>, review the reason and confirm \u003Cstrong>Stop and record reason\u003C\u002Fstrong>. \u003Cstrong>Keep plan\u003C\u002Fstrong> abandons that stop request.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-and-recover\">\u003Ch2 id=\"confirm-and-recover\">Confirm and recover\u003C\u002Fh2>\u003Cp>Reopen the timeline to verify the outcome and plan state. Completed tasks remain recorded when remaining recovery work is cancelled. If a save or stop request is uncertain, inspect the existing timeline before repeating it. Never infer no-show status solely because a meeting’s scheduled time passed.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fcalendar\">Calendar\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Flead-record\">Lead record\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>",[52,56],{"id":53,"text":54,"depth":55},"review-the-meeting","Review the meeting",2,{"id":57,"text":58,"depth":55},"confirm-and-recover","Confirm and recover",{},[61,68,74,81,87],{"slug":62,"title":63,"href":64,"icon":38,"description":65,"level":66,"productLocation":67},"calendar","Review meetings and booking requests","\u002Fguides\u002Fcalendar","Calendar brings meetings and booking requests into a shared schedule. Access determines whether you see team meetings or your own work. Booking also depends on…","beginner","Calendar",{"slug":69,"title":70,"href":71,"icon":38,"description":72,"level":66,"productLocation":73},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":75,"title":76,"href":77,"icon":78,"description":79,"level":66,"productLocation":80},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","users","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","Leads → open a lead",{"slug":82,"title":83,"href":84,"icon":38,"description":85,"level":41,"productLocation":86},"pipeline","Review and update the pipeline","\u002Fguides\u002Fpipeline","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","Pipeline",{"slug":88,"title":89,"href":90,"icon":38,"description":91,"level":41,"productLocation":92},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment…","Quick Add (+) → Add Task",{"slug":82,"title":83,"href":84},[],[],{"title":48,"href":49,"groups":97},[98],{"title":99,"items":100},null,[101,102,103,104,105],{"label":70,"href":71,"slug":69},{"label":89,"href":90,"slug":88},{"label":63,"href":64,"slug":62},{"label":39,"href":37,"slug":35},{"label":83,"href":84,"slug":82},1793910213572]