View meeting records

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.

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