- Open Data Explorer and click the Meetings button
- 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: Rainmaker (face-to-face) and/or Rainmaker (remote)
- Click the OK button to carry out the search
The number that appears represents all the Rainmaker meetings made on your area (not necessarily by you). 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
To view the list of contacts that resulted from the meetings, add a search: Convert To Contacts