Drop a next step
Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.
Before you begin
- Role required: sn_sch_plus.next_step_write
About this task
You can drop a next step that is pending or converted. For background, see Meeting agenda items and next steps.
Procedure
-
Open the next step.
Navigate to All > Touchpoint Meeting > Meeting Next Steps and select the next step, or open it from the Meeting Next Steps related list in the Related Items panel on the meeting page.
-
Select Drop.
The Drop button isn't available if the next step is already dropped.
The state of the next step changes to Dropped. If the next step was converted, the applicable records linked to it become inactive and the system archives them after 90 days. The records that you linked during conversion aren't changed.
What to do next
To resolve a dropped next step later, see Convert a next step to an associated record.
Parent Topic:Meeting agenda items and next steps
Related topics
---
title: Drop a next step
description: Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-drop-next-step.html
release: brazil
topic_type: task
last_updated: "2026-09-30"
reading_time_minutes: 1
keywords: [drop next step, meeting next step, meeting applicable records]
breadcrumb: [Meeting agenda items and next steps, Touchpoints, Customer success, Use, Customer Success Management]
---
# Drop a next step
Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.
## Before you begin
- Role required: sn\_sch\_plus.next\_step\_write
## About this task
You can drop a next step that is pending or converted. For background, see [Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md).
## Procedure
1. Open the next step.
Navigate to **All** > **Touchpoint Meeting** > **Meeting Next Steps** and select the next step, or open it from the **Meeting Next Steps** related list in the **Related Items** panel on the meeting page.
2. Select **Drop**.
The **Drop** button isn't available if the next step is already dropped.
The state of the next step changes to **Dropped**. If the next step was converted, the applicable records linked to it become inactive and the system archives them after 90 days. The records that you linked during conversion aren't changed.
## What to do next
To resolve a dropped next step later, see [Convert a next step to an associated record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-convert-next-step.md).
**Parent Topic:**[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)
**Related topics**
[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)
[Convert a next step to an associated record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-convert-next-step.md)
| title | Drop a next step |
| description | Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-drop-next-step.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-30 |
| reading_time_minutes | 1 |
| keywords | drop next stepmeeting next stepmeeting applicable records |
| breadcrumb | Meeting agenda items and next stepsTouchpointsCustomer successUseCustomer Success Management |