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

1. Select All clients in the client picker.
2. Open Engage > Meetings in the left navigation.
3. 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 an active member of the client’s account team assigned a role marked primary. Account Manager is primary by default, but your account can choose different or multiple primary roles in Settings > Clients > Team Roles. A client can have several Account Owners or none.

• Show the Account Owner column to see the client’s primary account-team members 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.

Need help? Contact Lifecycle Manager Support.

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