View meetings booked based per ownerSOLVE
Jul 6, 2020 1:24 PM
We have one meetings link that is used by multiple sales reps in their emails - is it possible to view meetings booked by "deal owner" aka sales rep even though it's not their meeting calendar
Solved! Go to Solution.
Jul 10, 2020 9:43 AM - edited Jul 11, 2020 8:51 AM
Hi @Omnidek ,
Thanks for providing this information! I recreated this scenario in my test portal to determine if there would be a workaround for you. The suggestion below requires access to Cross-object reports.
Configure your meeting link
Edit your meeting subject or description to make the subject or description unique for this meeting.
In my example I used “test description” as my meeting description. This description is not used for any other meeting description in my portal.
Create your report
Once a contact has booked a meeting this way, you can:
1. Go to Reports>Report.
2. Create a cross-object report.
3. Select Deals and Activities.
4. Create a filter for Activity>Meeting Description Contains: “enter the description you used for your meeting link”.
5. Create a filter for Deals>Deal Owner: is known.
6. In the visualization tab of your report, display Deal Owner and Measure by Count of activities.
This report will display meetings with "test description" as the description. Because that description is only used for one specfic meeting link, we know that any meetings displaying were booked as a result of the meeting link being sent in an email. Based on the context you provided, the deal owner is also the person that sent the email.
I hope this helps! Let me know if you have any additional questions!
Melinda | (She/Her)
Customer Support Specialist