Meetings and calls

Meetings and calls record your conversations with a customer. They come from two places:

• Synced from your CRM. If your CRM is connected, its meetings and calls are brought in, with their attendees. See HubSpot.
• Logged here. Anything you log in CustomerCatalyst.

Caution

The sync only reads from your CRM. A meeting or call you log here is not sent to your CRM, and changes you make here to a synced one can be overwritten by the next sync. Edit synced meetings and calls in your CRM.

The Meetings tab

Projects › Meetings opens on My Meetings: meetings where you are a team attendee. Switch between Upcoming and Held, search with Search meetings, or open Filter to pick another person under Participants contain and a Date from / Date until range.

Columns: Outcome, Description, Customer, Logged by, Duration and Date. Logged by is the person who logged it in CustomerCatalyst.

Log a meeting

1. Click Create Meeting.
2. Fill in:
   • Customer
   • Contact attendees: people at the customer.
   • Team attendees: your colleagues.
   • Date and Time
   • Duration: from 15 minutes to 6 hours.
   • Outcome (optional) and Description.
3. Click Log meeting.

Meetings are also listed on the customer’s page.

Log a call

Calls are logged from a customer’s page (see Customers). The Log call form asks for:

• Contacted: the people at the customer you spoke to.
• Date and Time
• Direction: Inbound or Outbound.
• Call outcome (optional) and Description.

Then click Log call.

Edit or delete

Use the menu on a meeting or call: Edit opens it (save with Save changes), Delete removes it after you confirm.