What is Asked For Meeting?
In the Asked For Meeting, we track the scoreboard activity data based on meeting requests.
How to Set Goals for Asked For Meeting :
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Asked For Meeting Card.
Set a goal for Asked For Meeting simply you can click on the set goal button above the pie chart section, and add your goals there.
Once you add the goals it will reflect in the Asked For Meeting box. Click the edit icon to edit the goals of Asked For Meeting.
How to create Asked For Meeting :
Click the Quick Action button from bottom of the left.
Select the “Activity” option.
In contact activity, select any option for how to interact. You need to select the Asked For Meeting check box. Choose the Contact or Create Contact and click the save button.
And the data comes live to the Asked For Meeting progress bar. Click the progress bar to check the data.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform.
- 90-Day Sales Support