Meeting Owners
Define who meetings can be assigned to for a client, with name and optional email.
Define who meetings can be assigned to for a client, with name and optional email.
Overview
Meeting Owners defines the people meetings can be assigned to for this client. Add an owner with a name and optional email, and keep the active list current so booked meetings can be attributed correctly.
How to use this page
- 1Select the client
Pick the client in the top-right switcher to load their meeting owners.
- 2Add an owner
Enter a name (required) and an optional email, then save. The owner becomes selectable when assigning meetings.
- 3Keep the list current
Deactivate owners who no longer take meetings so they stop appearing in the assignment dropdown.
What the buttons do
Common questions
Where do meeting owners appear?
In the meeting owner picker on Booked Meetings and when logging a meeting.
Is email required?
No. Only the name is required; email is optional.
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