Overview
Meeting Settings provides meeting-owner information for the selected client. Internal SDRs see a read-only directory of active owners with contact details and scheduling links. Other authorized users retain the Owners, Reminders and Outcome Email management views.
How to use this page
Choose the selected client
Use the header switcher, then open Settings > Meeting Settings. Internal SDRs see active owners for that client. If no active owners are configured, ask your manager or strategist to confirm the setup.
SDRs: find an owner and copy their details
Review each owner’s name, title, email address, phone and scheduling link. Missing fields show Not provided. Copy email address, Copy phone and Copy scheduling link appear beside available values.
SDRs: open scheduling guidance
Select an available scheduling link to open it in a new tab. Some stored links may be shown as text only. View calendar links and booking instructions opens Calendar for the selected client. Confirm the client and owner before using booking instructions.
Navigate Meeting Settings
In the management view, use the Owners, Reminders and Outcome Email cards at the top. The active card identifies the current section. Internal SDRs do not see these management tabs; links to Reminders or Outcome Email return them to the owner directory. The screenshot shows management navigation.
Manage owners
With management access, use Owners to review routing coverage and readiness, add or edit an owner, and reassign future bookings before deactivating an owner. Internal SDRs cannot make these changes; ask your manager or strategist to update the directory.
Configure related messages
With the required management access, open Reminders for pre-meeting prospect reminders or Outcome Email for the deal-wide post-meeting owner update. Internal SDRs cannot save these settings or send tests.
What the buttons do
- Copy email address / Copy phone / Copy scheduling link
- SDR reference view: copy an available owner detail.
- Scheduling link
- SDR reference view: open an available supported web link in a new tab.
- View calendar links and booking instructions
- SDR reference view: open Calendar for client booking guidance.
- Settings
- SDR reference view: return to the Settings hub.
- Owners
- Management view only, subject to your existing access: Opens people who can receive meetings for the selected client.
- Reminders
- Management view only, subject to your existing access: Opens pre-meeting prospect reminder settings.
- Outcome Email
- Management view only, subject to your existing access: Opens the deal-wide post-meeting owner update settings.
- + Add Owner
- Management view only, subject to your existing access: Adds a meeting owner for the selected client.