Overview
Booked Meetings shows confirmed meetings for the selected client, company industry, owners, reminders, recordings, follow-up work, and shared meeting notes. The rightmost Notes column edits the existing meeting notes field and saves when you leave the field. Employees and active client users for the selected deal can update Notes, while client status changes still require the exact meeting-outcome grant. Use search, saved filters, campaign scope, activity, export, and inline recording playback. Expanded Activity names a recovered caller only when exact evidence supports it. Older migrated calls without reliable actor evidence show Caller not recorded, and technical migration-only notes are omitted.
How to use this page
Open the selected client's meetings
Open Meetings > Booked Meetings and confirm the selected client. Industry appears after Company in the standard table, with Not listed when the contact has no saved value. Employees can also use Add Meeting and Export CSV. The overview shows the current result count and meeting scope.
Filter the list
Use search, status, campaign, owner, setter, or Filters to narrow the selected client's meetings. Campaign selection can search names and supports multiple compatible campaigns.
Record a client meeting outcome when granted
A granted client member sees Meeting Set as the current status, then can choose Prospect Cancelled, Meeting Held, Win, Meeting Held, Unqualified, Reschedule, or Client Handled. The control is available only while the record is Meeting Set and becomes read-only after the outcome is saved. Other client members remain read-only.
Save and reuse filter rules
Employees can open Filters, add meeting-property rules, and select a saved filter when available. Choose Save changes to replace the selected filter or Save new filter to create another reusable set.
Review activity and recordings
Expand a row to read the unified Activity timeline. When a saved recording is available, use the inline player in the Recording column. For older migrated calls, the activity names the recovered caller only when exact evidence exists. Otherwise it shows Caller not recorded. Technical migration-only notes stay hidden because they are not meeting context.
Add or update meeting notes
Scroll to the rightmost Notes column, enter up to 5,000 characters, then leave the field. SalesHive trims the value, saves it automatically, and shows Saving, Saved, or Not saved. Manual notes and feedback submitted through the meeting outcome email use this same field, so the latest shared context stays in one place.
Call and manage follow-ups
Employees can select rows or use a row Call button when a campaign is available. Bulk calls are grouped by campaign. Authorized employees can edit the next reschedule follow-up date.
Arrange and export the table
Employees can drag a column grip or move a focused column with the arrow keys. Older saved employee layouts receive Industry once after Company, then retain any later reordering. Reset columns restores the standard layout with Industry after Company. Select Export CSV after applying the filters you want included. The export includes Discovery when it is stored on the contact.
Open a meeting record
Select a contact name to open Contact Detail or select View to open Meeting Detail. Employees can use Edit when authorized or Add Meeting for a manual booking.
What the buttons do
- Status
- Employees can use the full meeting status list. An exactly granted client member gets only the bounded outcome choices for a current Meeting Set.
- Filters
- Opens advanced meeting-property filters.
- Campaign
- Searches and selects one or more compatible campaign scopes.
- Export CSV
- Downloads the employee-visible meeting list using current filters and campaigns, including Discovery when available.
- Select all meetings
- Selects meetings in the visible result set for employee bulk actions.
- Call in campaign
- Opens a campaign-scoped follow-up dialer for selected records resolved to that campaign.
- Column grip / Reset columns
- Reorders the employee table or restores its standard layout, including Industry after Company.
- Row chevron
- Expands or collapses the unified Activity timeline.
- Recording player
- Plays a saved meeting recording inline when one is available.
- + Add Meeting
- Opens the authorized employee manual meeting form.
- Notes
- Edits the shared meeting notes field and saves when focus leaves the field. Active client users can update Notes without receiving access to other meeting fields.