Overview
Booked Meetings is the selected client workspace for reviewing meetings that have already been scheduled. The overview shows total meetings, source, upcoming work, active campaigns, missing Set By attribution, and next-week volume. Search, status, campaign, and Set By filters narrow the list. Advanced filters, saved column preferences, sorting, expansion, and CSV export help employees audit the same result set. The meeting list uses the original Set By value as its attribution field, rather than a second Owner column. Expanding a row shows the exact contact's latest calls, notes, updates, reminders, and valid sent email activity from campaign and mailbox sources inside the selected client.
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, All Statuses, All Campaigns, and All Setters for the main view. Select Filters for advanced contact, company, setter, campaign, date, meeting, activity, call, email, cadence, and custom-field conditions. Active filter chips can be removed individually, and Clear all resets the advanced filter set.
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. Sent campaign, responder, and Inbox messages linked to the exact contact within the selected client appear as Sent email, and a synchronized email recorded in more than one source appears once. Calls, notes, follow-up updates, and reminder events remain in the same date-grouped 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
Choose Columns to show, hide, reorder, or reset the supported fields. The default list includes Set By and does not duplicate that attribution as Owner. Select a column heading to sort when supported. Export CSV downloads the complete current filtered result set using the same owner-free column model.
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 exact contact's unified Activity timeline, including valid sent campaign, responder, and Inbox email activity.
- 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.