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Administrator Settings for Meetings

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Jake Crown
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Administrators have access to certain Meetings features.

These features provide administrators with unique insight into how their sales teams are doing.

Administrators can also customize the general color scheme of their calendars.

This article will detail the various Meetings features available to administrators.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
       
  Toolbar:    
01NavSales.png
       
  Users:    
  Administrators ✓  
  Company Managers    
  Marketing Managers    
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Viewing Meetings

Administrators can view how their sales teams are performing. To view Meetings information for a sales team, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.
  2. Click Admin.
  3. Click My Team.
  4. Click the  caret-up.png  caret-down.png  Filter arrows to sort by value.

The available filterable information in the My Team page is as follows:

  
Click to enlarge.
     
  Information   Description  
 

Name

  

The individual team member's connection status and name.

  
 

General Availability

  

The number of hours during the week the team member is available.

  
 

Views

   The number of views a booking page was viewed.  
 

Booked

  

How often the booking form was filled out per browser session.

  
 

Conversion

  

The booking number divided by the view number, multiplied by 100.

  

 


Customizing Domain Settings

Administrators can customize how their domains will display for all Meetings content. To customize domain settings, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.
  2. Click Admin.
  3. Click Customization.
  4. Select one of the following options in Custom Domain Settings:
    • Default domain
    • Custom domain
  5. If Custom domain is selected, enter the desired domain name in the Domain Name/URL text field.
  6. If Custom domain is selected, click
    Yes, I understand.
  7. Click Save Domain Settings.
  


Click to enlarge.
Important: If you have not correctly set up CNAME and DKIM records, emails sent from this domain will be unauthenticated. Unauthenticated emails will often end up in spam folders.

For additional information on modifying custom domain settings, refer to For Administrators: Configuring Custom Domain Settings for Meetings.


Setting Custom Theme Colors

Meeting calendar booking windows can be set to one of many different colors. To change the color scheme of a booking window, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.
  2. Click Admin.
  3. Click Customization.
  4. Click Select a Color in the Custom Theme section.
  5. Do one either the following:
    • Select one of the available colors
    • Enter a hexadecimal color code
  6. Click Save Theme Settings.
  
Click to enlarge.


Regarding Theme Customization Settings

Only the color of a booking window can be customized. When previewing and sharing meetings, the email that is sent comes premade and cannot be modified. The associated form used to book meetings cannot be modified outside of its custom theme color settings. 

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