CRM: Manage your Meetings

Manage & Print Meeting Schedules

Step 1: Meetings detail of the account can be found in Analytics > Conversation

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

• Check the Request received with the Status of that request:

• Check the Meeting Request sent by that user: 

• Check user bookmarks: 

Step 2: Print User's Schedules: 

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

• Go to Tool's and CRM
• In the CRM, please find the attendee by entering the name

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