Unlock Real-Time Wins: Mark Meetings & Reveal Instant Opportunities!

Use this functionality to highlight areas of improvement, such as where a Nurture Campaign could come in handy to users who didn't book a meeting. You can also easily see which stage of the conversation you’re at with your prospect to close the loop!

How to mark a meeting as booked:

1. Find the relevant prospect and their message under Inbox, Connections, or Sent.

2. [If in the Inbox] Select the message itself.

3. Head to the contact panel on the left. Select ‘Mark as meeting booked’.

4. Success! 🎉 Once you’ve marked a meeting as being booked, all three actions (Message > Replied > Booked) will be presented as complete.

To unmark a meeting as being booked, select the 'Meeting!' button.

Find a list of meetings marked as booked:

Head to Connections > filter by ‘Meetings’. You can even use this as a way to keep track of common types of customers you’re interacting with and leverage this info for future outreach strategies.

Find a summary of meetings marked as booked on the Org Hub page:

If you have admin permissions on SocialLead for Teams accounts, you’ll see a summary of the number of meetings booked within the identified timeframe.

Here's why you should start using it:

• Optimize Platform Utility to Boost Your Sales: By marking your meetings as 'booked' and leveraging the accompanying analytics, you'll be better positioned to craft impactful sales strategies, enrich your sales dialogues, and boost your closing rates.

• Sales Cycle Analysis: Tracking your meetings can help you understand the nuances of your sales progression, allowing you to anticipate needs and adjust strategies accordingly.

• Help Train SocialLead's AI: Log your 'Meetings Booked' to enhance our AI's understanding of successful strategies for different customers.