Defining meeting source

SOLVE
SCiampaglio
Member

Hello, is there anyway to pull data on how a meeting was booked? i.e. determining if the meeting was booked via cold call, email, linkedin message etc. 

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @SCiampaglio,

 

You can create a custom report under Menu > Reports > Reports > Create custom report > Single object > Activities. In the report editor, click Add Activity Property in the Data tab and find Meeting source. You can then switch to the Visualization tab and drag the Meeting source into the Displaying area, along with Count of Activities. (Make sure to adjust your report filters on the upper left, Activity date and Activity type = Meeting).

 

This will show you the source of the meetings, for example BIDIRECTIONAL_SYNC for meetings synced from a connected calendar, MEETINGS_PUBLIC from a meeting link and so on. This will not tell you however where a meeting link was filled out (e.g. LinkedIn).

 

Let me know if you have any follow-up questions!

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @SCiampaglio,

 

You can create a custom report under Menu > Reports > Reports > Create custom report > Single object > Activities. In the report editor, click Add Activity Property in the Data tab and find Meeting source. You can then switch to the Visualization tab and drag the Meeting source into the Displaying area, along with Count of Activities. (Make sure to adjust your report filters on the upper left, Activity date and Activity type = Meeting).

 

This will show you the source of the meetings, for example BIDIRECTIONAL_SYNC for meetings synced from a connected calendar, MEETINGS_PUBLIC from a meeting link and so on. This will not tell you however where a meeting link was filled out (e.g. LinkedIn).

 

Let me know if you have any follow-up questions!

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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