The Meetings Dashboard section is a useful indicator for all Chili Piper users who want to see details about the meetings they've booked. Here is where all the meetings booked for the user are listed, along with some additional details and actions for each.
In this section:
How to access the Meetings Dashboard
The Dashboard is the first section that pops up when you switch to Meetings section. Here is the direct link.
This section will display a list of all your booked meetings and some details in summary, like meeting time, title or corresponding account.
As an Admin, you can access the Dashboard to see all meetings booked into a workspace for all users from the left sidebar navigation, above Reports:
If you click on a meeting, a left sidebar will pop up to show more details about the booking. Here you can see the full lists of attendees, meeting time, meeting type, description and booking info.
There are two available actions
- See in calendar - will direct to the calendar event on Google Cal or Office365
- View in Salesforce - will direct to the Salesforce event