The Meetings page allows you to view all meetings related to your scored accounts. You can view meetings in list view or detail view.

Meetings list view

See meetings in a tabular format; each row in the table represents a unique record.

• Use search to find a particular record
• Use filters to narrow the results in the table
• Sort columns to change the order of data shown in the table
  • Meeting title
  • Date
  • Account(s)
  • Users
• Hover over the subject to open the detail view

Summary statistics

The summary area displays aggregate values and change for the following:

• Total meetings: Number of meetings for scored accounts
• Meetings with at-risk accounts: Number of meetings with an account labeled at-risk
• Meetings with health accounts: Number of meetings with an account labeled healthy

Change (increase/decrease) is calculated using a rolling time window (default is 30 days).

Meeting detail view

The Meeting detail view displays information related to a single meeting record. 

Attributes

See a summary of key information for the meeting:

• Meeting date
• Duration
• Organizer
• Accounts
• Participants

Summary

View the contents of the calendar invitation.