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How do I find meetings that need review?

P
Written by Patrick Hoban
Updated over 3 weeks ago
  1. Go to the Meetings page.

  2. Select the Meetings dropdown

  3. Select Needs Review

Needs Review is only visible to the rep who recorded the meeting and to admins.

Use Case

Sales Managers can quickly filter to see which meetings can turn into a good coaching moment without having to review all meetings individually.

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