Data Explorer – search Agnitio meetings

Data Explorer is accessed from either the large button on the home page


from My Data on the menu bar

Open Data Explorer and click the Meetings icon

DX Meetings

In the Your Meetings box click the OK button to start the search

Now search by Type which can be found in the Categorisation section

In the box that appears, select the meeting type: Agnitio

Click the OK button to carry out the search

DX Agnitio Meetings1

The number that appears represents all the Agnitio meetings made on your territory* Click on the number to display the meetings list

* To find your own meetings, or just those made by a single user, add a search from the All section: Recorded By (Active Emps)

The list can be sorted and filtered as required

To limit the search to meetings made during a particular time frame, add a further search from the All section: Date Range

To obtain a list of customers seen at the meetings, add a search from the Convert section: Convert To Customers

DX Agnitio Meetings


To view the list of contacts that resulted from the meetings, add a search: Convert To Contacts