BizCortex documentation

Meetings

What the agent booked, and whether the person showed up.

Open the Sales app and click "Meetings", "Overview". The tabs "Upcoming" and "Past" show the meetings with their counts. Whether the person showed up is the one number only you can record.

Meetings
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales
  • Viewer

Steps

  1. 1. Filter

    Use "Search…", the status filter, the source filter, the rep filter (when you have more than one rep) and the dates "From" and "To".

  2. 2. Record attendance

    On a past meeting click "Attended", "No show" or "Took place". "Reset" sets it back to Booked. A past meeting without a record shows "Attendance open".

  3. 3. Add the notetaker

    Click "Add the notetaker" for a meeting not booked through BizCortex. Paste the meeting link (Zoom, Google Meet, Microsoft Teams or Webex), title, start, duration and rep. Click "Add".

  4. 4. Settings

    Click "Settings" to open the meeting settings.

Fields and options

Status

Booked, Link sent, Cancelled, Took place, Attended, No show.

Source

Call, Booking page, Manual, Link, Calendar, Invitation, Email reply.

Details

Reminders sent and planned, brief status and notetaker status.

Good to know

  • Meetings also appear in the Workspace calendar of the BizCortex user linked to the rep.

Related

  • The meeting page

    People, reminders, the brief for the rep, rebooking, CRM sync, notetaker and analysis of one meeting.

  • Reps and booking calendars

    The people who hold the meetings, their calendars, and the free or busy check.