Meeting Preview Mode

Previewing a Meeting

Previewing a meeting allows modifications to both the dollar amount and the quarter in which that recommendation will be implemented without officially completing your meeting.

To preview your meeting presentation:

  1. Click the menu in the top right-hand corner of the page
  2. Click on the desired meeting under Upcoming meetings
  3. Under Meeting presentation, click the Preview button


During the preview mode, you will see a banner at the top of the screen.

To return back to your roadmap, click either the X in the top right corner or click the Exit Preview button.


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