The account-wide Meetings page shows meetings across the clients you can access. Use it to review upcoming work, completed meetings, and meetings for the clients each account manager supports.
Open account-wide Meetings
- In the new Lifecycle Manager UI, select All clients in the client picker.
- Open Engage > Meetings in the left navigation.
- Use the list controls to narrow the meetings you want to review.
Meeting access follows your Client Focus access and client permissions. Selecting a specific client shows that client's meetings instead.
Find meetings by Account Owner
Account Owner refers to a member of the client's account team assigned the Account Manager role. It identifies who manages the client relationship.
- Show the Account Owner column to see the client's account manager alongside each meeting.
- Use the Account Owner filter to narrow the list to the clients managed by a selected person.
- Sort by Account Owner to group the list by the people managing those clients.
Meeting Owner is the person responsible for a particular meeting. Filtering by Account Owner is based on the client's account team, so it can return meetings owned by someone else.
Create and edit a meeting
Click New Meeting, select the client, and enter the meeting details. The owner defaults to the signed-in user and can be changed. Choose a meeting type if needed. You can create a one-off meeting without a date; a recurring meeting requires a date, start time, and end time.
Open a meeting to edit its details, attendees, agenda, notes, and linked items. Changes save automatically. Let pending edits finish saving before leaving or reopening the meeting.
Recurring meetings
For creating a series and deciding whether to edit one meeting or the series, see Creating and editing recurring meetings.
Legacy interface
For the legacy Global navigation and list controls, see About the Global Meetings page.
