In Asked For Meeting, we track activity data for contacts where the Asked For Meeting checkbox is selected during contact activity creation. Click the Asked For Meeting box to view the data.
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 in the grid table.
To Set a goal for Asked for Meeting you can click on the set goal button in the top of the KPI activity tracker, and add your goals there.
Once you add the goals it will reflect in the Asked For Meeting Goal column.
Note: Click the edit icon to edit the goals of Asked For Meeting.
How to Create a Asked for Meeting Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
To select the Asked For Meeting check box. Choose the contact or create contact and click the save button.
Once you created the asked for meeting activity it will reflect in the KPI activity tracker grid table.
And the data comes live to the Asked For Meeting This Month column. Click the asked for meeting to view 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.
- Accountable Support