CRM: Manage your Meetings

Manage & Print Meeting Schedules

Meetings detail of the account can be found in Analytics > Conversation

  1. Using this tool, you can search by name, email, or company of the attendee onsite, and for the attendees’ profile.
  2. Click whether Onsite or Virtual, depending on your event format, to view all the meetings made.
  3. Manage the meetings via the Reschedule/Cancel button

Print User's Schedules: 

In order to print your attendee's schedule, please follow below:

1. Go to Tool's and CRM

2. In the CRM, please find the attendee by entering the name

3. Click on Conversation > the Virtual / Onsite to show all the scheduled meetings and then click Print Schedule

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