Is there a difference between canceling a meeting and marking it as not taking place?
My salesperson marked that a meeting didn't happen in the meeting feedback, but it doesn't show up in the cancellation metrics...
In Spotter, there are two ways of informing that a meeting did not take place: it may have been canceled or the lead did not attend the meeting at the scheduled time.
Meeting cancellation is different from ''meeting did not take place''. Canceling a meeting is a ''unscheduling'', the pre-salesperson marks the cancellation of the meeting in the lead:
Another scenario is when a salesperson fills out meeting feedback. The first question is: Did the meeting take place?
In this case, when the seller fills in that the meeting did not take place, it is considered a "no-show".
For pre-sales and sales metrics, only canceled meetings will be reflected in the metrics.
So if a lead had feedback filled in as "meeting did not take place", it will not appear in the PV or salesperson metrics dashboard.
Then you must be wondering: and where can I see the no-show result? We still don't have this report on Spotter, but while it doesn't come out, you can ask our super service team. Let's generate this report in a personalized way for you, okay?
Just ask for this link .
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