Meeting Insights
Meeting insights helps sales reps to review past sales meetings and better prepare for the upcoming sales meetings.
It consists of two tabs as follows:
Upcoming: Lists all the upcoming meetings
Past: Lists all the past meetings.
Meeting and Email Attribution
When the meeting occurs, there is a backend logic that runs to determine the attendees. From the customer's side, the system automatically identifies the associated account and sales opportunity. Upon first visiting the page, a confirmation pop-up appears, indicating the current assignment of the deal to the respective account and opportunity. The pop-up offers three choices:
Confirm Info: Select this option if the provided information is correct.
Edit Info: Choose this option if you need to make changes. You will then be able to manually enter the details.
Skip for Now: If you are unsure or want to defer the decision, select this option. However, the pop-up will continue to appear until one of the first two actions is taken."