BookIt Certification - 05 - BookIt General Settings and Reporting Tools

Content
4 modules
Course length
0 mins
Instructor
Kevin Au

Description

Gain full visibility into your scheduling performance and take control of your booking process.

This course covers the administrative and reporting functions that power the entire BookIt suite. You will learn how to configure general settings for branding, user authorization, and meeting buffers, while also mastering the Meeting Metrics Dashboard and custom Salesforce reporting to track conversions, analyze meeting distribution, and demonstrate the impact BookIt is having across your organization.

Objectives

Course Objectives

  • Learn how to configure general settings that impact all your BookIt products.

  • Learn how to analyze the Meeting Metrics Dashboard to track key performance indicators.

  • Understand how to leverage Salesforce reports and dashboards for BookIt Meeting Log analysis.

  • Learn how to connect your BookIt processes with the rest of your LeanData Orchestration for connected go-to-market execution.

1.
BookIt General Settings
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2.
BookIt - Meeting Metrics Dashboard
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3.
BookIt - Meeting Log Object Reporting
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4.
Connecting BookIt with Orchestration
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