Data Explorer is accessed from either the large button on the home page
OR
from My Data on the menu bar
Open Data Explorer and click the Meetings icon
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
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
OR
To view the list of contacts that resulted from the meetings, add a search: Convert To Contacts