Overview
Booked Meetings shows the selected client's confirmed meetings, statuses, owners, recordings, and follow-up actions. SDR views use saved booked-meeting queue ownership, while authorized managers retain the full client view and approved relief coverage can work the covered queue.
How to use this page
Open the selected client's meetings
Choose a client in the switcher, then use search, filters, column sorting, and pagination to find a booked meeting.
Work the appropriate queue
SDRs see booked meetings assigned to their saved queue ownership. Managers retain the full authorized client view, and an approved relief assignment can work the covered SDR's queue.
Review or update a meeting
Open a meeting for its full record, status, owner, recording controls, and permitted follow-up actions. Client members can change only the specifically granted booked-meeting statuses.
What the buttons do
- Set by
- Filters meetings by the recorded setter or Unattributed.
- Open recording
- Opens a saved meeting recording with its available playback controls.
- Export CSV
- Exports the currently filtered meeting results for authorized staff.