Meeting Detail

How to use this page

1. 1

   Open a booked meeting

   From Booked Meetings, select View for the relevant record. The page shows the contact and company, status, schedule, the Booked date (the day the meeting was booked, the same date Booked Meetings lists as Booked Date), time zone, source, setter, owner, qualification, and contract value. If the booking has an agreed callback block rather than an exact appointment, Scheduled shows the saved block. Check the separate Timezone field before following up. Select Booked Meetings at the top to return to the list, even if you opened the meeting from a notification, email or new tab.

2. 2

   Record a client outcome when granted

   A granted client member sees Meeting Set as the disabled current choice, then can select Meeting Held, Meeting Not Held - Reschedule (SalesHive reaches out to book a new time), or Meeting Not Held - Rep Is Rescheduling (the rep sets the new time, so SalesHive does not reach out). The status becomes read-only after the outcome is saved. Other meeting fields stay read-only for clients, except the two notes boxes.

3. 3

   Add or edit meeting notes as a client

   Client members see both notes boxes on every booked meeting, even when they are empty. Type in SDR / AI Notes (the notes saved at booking) or Sales Rep Notes (outcome notes and next steps), up to 5,000 characters each, then click or tab away to save. Saving... and then Saved appear under the box. If the save fails, an error appears under the box and your text stays there so you can try again. These are the same notes you can edit on Booked Meetings and on the contact's page.

4. 4

   Review status history

   Scroll to Status history in the meeting details. Each entry shows the old and new status, who made the change (a person, System, AI agent or API integration), how it was made (such as Booked Meetings page, Dialer or Inbox) and when, newest first, starting at the latest booking. It reloads after the status changes. Employees can choose Show changes before booking to see earlier prospecting changes; clients see only the booking's history.

5. 5

   Play a saved recording

   When a recording is available, use the player in the Recording section. If the saved recording matches its booking call, playback uses the platform recording link. Legacy saved recordings remain supported.

6. 6

   Edit a meeting when authorized

   Employees can select Edit Meeting to update allowed meeting and contact fields, including SDR / AI Notes (the notes saved at booking) and Sales Rep Notes (the meeting owner's outcome notes and next steps), up to 5,000 characters each. Choose Save Changes when finished or Cancel to discard unsaved edits. For employees outside editing, each notes section appears only when it has text.

7. 7

   Correct an accidental Meeting Set

   An authorized SDR manager can select Correct Meeting Set when the contact is currently Meeting Set. Add an optional reason, then choose Restore prior status. The action restores the exact prior status and clears only this booking's Meeting Set attribution and date.

8. 8

   Handle a no-show or incorrect meeting

   Authorized employees can select Mark No-Show and optionally add a reason. This keeps the scheduled meeting and original attribution, moves the prospect into rescheduling follow-up, and alerts the assigned SDR in the internal client channel. Delete asks for confirmation, un-books the meeting and leaves the contact available to rebook; it cannot be undone.

9. 9

   Review this contact's deals

   When you have Deals access for this client, the Deals section lists deals linked to this contact, including those where someone else is primary. Select a deal name to open it. Create deal opens Deal name and Amount (optional). Enter a nonnegative amount with up to two decimal places, such as 10000.50 or $1,234.50. Zero is valid; leave it blank for no amount. If the amount is invalid, SalesHive shows "Enter a valid amount, such as 10000 or 10000.50." and keeps the form open without creating a deal. Correct the value, then select Create deal again. Cancel or Escape clears the unsaved form. Each form puts the cursor in its first field when it opens and returns focus to the button that opened it when it closes. Link existing deal offers deals with no primary contact; Cancel or Escape closes it. To add this person to a deal already linked to someone else, open that deal and use Linked contacts. Unlink removes this person's association after confirmation and keeps both records. If this person is primary and others remain linked, open the deal and make another person primary first.

What the buttons do

Booked Meetings

Returns to the Booked Meetings list for the selected client.

Status

Employees can use the full status list. Unresponsive appears only when the meeting is already Unresponsive and cannot be chosen otherwise. An exactly granted client member gets only the bounded outcome choices for a current Meeting Set.

Correct Meeting Set

For authorized SDR managers when the contact is Meeting Set, opens the accidental-booking correction dialog.

Restore prior status

Restores the exact status from before booking and clears only this booking's Meeting Set date and attribution.

Edit Meeting

For employees, opens editable meeting and contact fields.

Recording player

Plays the saved meeting recording inline with skip and speed controls when a recording exists.

Mark No-Show

For authorized employees, records a no-show reason.

Delete

For authorized employees, un-books the meeting after confirmation. This cannot be undone.

Show changes before booking

In Status history, for employees only. Shows or hides status changes made before the latest booking.

Deals / Unlink

Deal names open the deal page. Unlink removes only this contact's association. A primary contact with other linked people must be replaced as primary on the deal before unlinking.

SDR / AI Notes / Sales Rep Notes boxes

For client members. Each box saves its own notes when you leave it and shows Saving..., Saved or an error. Up to 5,000 characters each.

Common questions