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Acquisition: View Progress of Meeting Requests
The acquisition shows the engagement potential through requests for People and inquiries for Products and Companies. Bookmarks data provides a preliminary lens in growing the opportunities further.
Step 1: Received requests per group
Hover over the pie chart to view the number of:
- Total requests received
- Accepted & Declined requests
Step 2: Sent requests per group
Hover over the pie chart to view the number of:
- Total requests sent
- Accepted & Declined requests
- Click "Over time" to monitor the meeting trends
- Scroll down to the Acquisition page and see the breakdown to filter and view the number of requests sent by attendees and the ratio of meeting requests that have been accepted as confirmed meetings or conversations.
Download data by exporting to your email the Request and Bookmarks data.
All bookmarks will be showcased within the CRM. Additionally, you can export all event bookmarks into a spreadsheet file.
You can also filter per attribute and per group and include advanced filters to maximize your report data
Step 3: Bookmark Sent / Received
Hover over the pie chart to view the number of:
- Total bookmarks made
- Sent & Received bookmarks
- View bookmark filter by groups and their total Sent & Received bookmark count which people have received or sent to others.
Download data by exporting to your email the Request and Bookmarks data.
All bookmarks will be showcased within the CRM. Additionally, you can export all event bookmarks into a spreadsheet file.
- You can also filter per attribute and per group and include advanced filters to maximize your report data
If you want to read related information, here are some suggested reads: