Booked Meetings

How to use this page

1. 1

   Open the selected client's meetings

   Choose a client, then use search, status, campaign, owner, setter, advanced filters, sorting, and pagination to find the meeting you need. Employees can also use Add Meeting and Export CSV.

2. 2

   Save and reuse meeting filter rules

   Open Filters and add the meeting properties you need. Select a saved filter to load its rules. After editing a selected saved filter, choose Save changes to replace its rules, or choose Save new filter to name a separate reusable filter. The saved filter applies to the selected client's meeting list.

3. 3

   Filter by one or more campaigns

   Open the Campaign control to search campaign names and select one or more campaigns. The selected names appear in the control, and Clear removes the selection while Done closes the menu. The filter matches a meeting's current campaign, most recent campaign, or outreach enrollment. It works in the standard table and the designated Axon views.

4. 4

   Keep campaign selections compatible

   After you select a campaign, a campaign with a different resolved follow-up call script is disabled and labeled Different script. Select compatible campaigns together when you need a combined view or combined export, so follow-up dialer sessions keep the correct calling copy.

5. 5

   Bulk call selected meetings by campaign

   Employees can select rows with the checkboxes or the table header. The bulk bar reports selected and callable counts, then shows one Call button for each resolved campaign group, such as Call 31 in My First Campaign. Choose the group you want to open in that campaign's meeting-followup dialer. Records without a usable campaign remain selected but are not callable.

6. 6

   Arrange the meeting table

   Employees can drag a column grip or focus it and use the left and right arrow keys. SalesHive saves the order for Booked Meetings. Select Reset columns to restore the standard layout. Client users see the shared layout without reorder controls.

7. 7

   Review the Activity timeline

   Select the chevron at the start of a row. Activity groups completed calls, responder emails, saved notes, and legacy note context by day in the meeting timezone. Long text can be expanded with Show more. If loading fails, select Try again.

8. 8

   Manage a rescheduling follow-up

   For a meeting in Rescheduling, authorized employees can set or clear Next reschedule follow-up in the table. Client users can view a saved date but cannot edit it here. Follow-ups routes the Reschedule row back to this exact Booked Meetings record for the canonical workflow.

9. 9

   Review enterprise outcome views

   For the designated Axon Enterprises / Fusus workspace, use All Booked Meetings, Registry Completed, or Camera Integration. Registry rows expose camera count, registry POC name and email, next follow-up date, follow-up status, attempts, and campaign-grouped Call actions when a campaign is available. Use the same searchable multi-campaign filter, advanced filters, selection, and employee-only CSV export.

10. 10

    Export the filtered list

    Employees can select Export CSV after applying search, status, campaign, owner, setter, review, or advanced filters. The selected campaign IDs are carried into the export, so the downloaded data follows the visible campaign scope.

11. 11

    Add a meeting

    Use Add Meeting, select the client contact and required meeting details, then save. A same-day manual booking keeps the actual booking time instead of becoming a midnight timestamp.

What the buttons do

Filters

Opens advanced meeting-property filters for dates, owner, setter, source, qualification, value, recordings, notes, and related fields.

Apply saved filter

Loads the selected saved meeting filter's property rules.

Save changes

Replaces the property rules in the currently selected saved meeting filter.

Save new filter

Opens the naming control for a separate reusable meeting filter.

Campaign

Opens the searchable multi-select campaign filter. The label shows the number of selected campaigns when active.

Search campaigns...

Narrows the campaign choices inside the Campaign filter menu by name.

Clear / Done

Clears selected campaigns or closes the Campaign filter menu without changing the current selection.

Export CSV

Downloads the employee-visible meeting list using the current search and filter scope, including selected campaigns.

Select all meetings

Selects the meetings in the current visible result set for employee bulk actions.

Call N in campaign

Opens the meeting-followup dialer for the selected records resolved to one campaign. A separate button appears for each campaign group.

Clear

Clears the current row selection from the bulk-call bar or clears the active filter set, depending on its location.

Column grip

Drags a column or moves it with the left and right arrow keys for employees.

Reset columns

Restores the standard Booked Meetings column order.

Row chevron

Expands or collapses the unified Activity timeline.

Show more / Show less

Expands or collapses long activity text.

Try again

Retries a failed Activity request.

+ Add Meeting

Opens the authorized manual meeting form.

Axon outcome view tabs

Switches the designated Axon Enterprises / Fusus workspace between All Booked Meetings, Registry Completed, and Camera Integration outcomes.

Common questions