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Calendar connection required

To enable automated handling of cancellations, make sure your calendar is connected to FirstQuadrant. You can do this in the Settings > Integrations > Calendar accounts section.
Info: Need help connecting your calendar? See calendar integration article for step-by-step instructions.

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If the meeting is canceled

If the meeting is canceled ahead of time (e.g., the invitee cancels the calendar event), FirstQuadrant will detect this via the connected calendar and will:
  • Trigger a follow-up sequence, prompting the invitee to reschedule
This happens without manual intervention.

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If the person doesn’t show up (no-show)

If the meeting is not canceled but the invitee simply doesn’t show up:
  1. Navigate to the contact’s page in FirstQuadrant
  2. Click “Take a note”
  3. Type no-show at optionally additional instructions what to do and click Create note
That’s it. FirstQuadrant will now understand that the meeting was a no-show and will trigger an appropriate follow-up, typically asking the contact to reschedule.

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What happens next

Once informed of a cancellation or a no-show, FirstQuadrant will automatically decide the best next steps, typically by:
  • Sending a polite reschedule email
  • Updating your action list if a manual step is needed
  • Ensuring the deal continues progressing in your pipeline