The Business Review Scheduler shows all upcoming meetings, both auto scheduled and manually created. This article covers the features available to you in the Business Review Scheduler.
In the left navigation panel, click Scheduler to open the scheduler page.
Filter and search
Filter options can be enabled or disabled by clicking the filter icon () at the top of the page.
Use these filters to narrow your meeting list:
- Only show rows where I'm attending
Display rows where the currently logged in user is listed as an attendee. - Only show companies without meetings
Display rows for companies with no meetings scheduled yet. - Select Companies
Select specific companies to show in the list. - Select an Account Manager
Show rows for companies with a specified Default Account Manager, or an Account manager assigned to the meeting. - Select a Meeting Type
Show only rows with a specified meeting type. - Select a Meeting Cycle
Show rows that have meetings on a particular cadence. - Select a Company Contact
Show rows with a specified company contact.
Summary Tiles
Summary tiles give you at-a-glance totals for meeting statuses.
Click the Show/Hide Charts switch at the top of the screen to toggle this on or off.
Customize Columns
Columns can be turned on or off and rearranged to make for easier viewing.
Click the Gear icon () to open the column manager.
- Check or uncheck the boxes beside the columns you want to show/hide.
- Click and drag columns to rearrange them in any order you like.
- Click Save
Export your meeting schedule
To export your meetings to a CSV, click the Export icon () in the upper right of the screen. Then click Export to CSV.
The exported meeting data reflects any filters currently applied to the scheduler table.
View quick meeting info
To check meeting details without needing to open each one, hover over the calendar icon () in the meeting list. Clicking the icon will bring you directly to the meeting details page.
Legend
A Legend explaining each icon is available on the scheduler page, accessible any time by hovering over the Legend icon.
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