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How to Use the Meetings Page in Alta (Track Every Meeting Your Agents Book)

The Meetings page lists every meeting Alta has matched to a prospect — with start time, duration, status, host, guests, and source. Here's how to read it and what controls which meetings show up.

Written by Katie Supporté

Meetings on Daily is the account's calendar of every meeting Alta has matched to one of your prospects — pulled automatically from your connected calendar, with a live status on each one.

Who this is for

Sales leaders and RevOps who want one place to see meetings booked, held, and no-showed, and reps who want to confirm a meeting actually landed in Alta.

Before you start

  • You need at least one calendar connected — Calendly, Microsoft Calendar, Google Calendar, or HubSpot. Connect a calendar from Settings → Reps. See Meeting Tools Setup Guide below.

  • If the account has no calendar, and none of the reps selected at the top of Daily have one, Meetings shows an empty state with Go to reps.

How to open and read Meetings

  1. Open Daily.

  2. Click the Meetings tab, next to Tasks. The tab label includes how many scheduled meetings are still ahead. With no calendar connected, that count is 0.

  3. The calendar opens on the week. On a phone it opens on the day, and Week is not offered. Switch to Day, Week, or Month where they are shown, and use Today and the arrows to move.

  4. Filter by Status, Source, or Campaign. The rep is the picker at the top of Daily, not a separate filter. Each rep in that picker has a color, and meetings on the calendar use it.

  5. Open a meeting on the calendar to see its time, status, host, and guests.

What each status means

These colors are the status badge inside an open meeting. The block on the calendar follows the rep's color.

  • Scheduled (blue) — the meeting is on the calendar and hasn't ended yet.

  • Completed (green) — the end time has passed and the meeting wasn't cancelled. Alta sets this automatically; nobody has to mark it done.

  • No Show (orange) — your calendar or CRM reported that the guest didn't attend.

  • Cancelled (red) — the meeting was cancelled in the source calendar.

  • Rescheduled (purple) — the meeting was moved.

  • Unknown (grey) — the source didn't report an outcome Alta could read.

Where else meetings show up

  1. On any prospect with the Meeting Booked outcome, hover the badge to open a Meeting details card showing the start time and timezone, duration, host email, and guest emails.

  2. Every matched meeting also writes a Meeting Booked event onto the prospect's timeline, so it appears in the prospect slide-over alongside emails, calls, and LinkedIn touches.

Tips and common pitfalls

  • A meeting only appears if a guest email matches an existing prospect in Alta. Internal meetings, and meetings with people who were never sourced as prospects, never show up here. This is the single most common reason a meeting is "missing".

  • There is no historical backfill. The first time a calendar integration syncs, Alta only records a starting point — it does not import past meetings. Only meetings created after that first sync appear.

  • Meetings that start before the prospect was sourced are skipped, even if the email matches. Alta assumes those aren't the result of your outreach.

  • Sync cadence differs by source. Calendly and Microsoft Calendar sync every 5 minutes. HubSpot syncs once a day, and only from your main CRM HubSpot integration. Give a brand-new booking a few minutes before assuming it didn't land.

  • A meeting cancelled before Alta ever saw it won't be created. If Alta already synced it and it's later cancelled, the status flips to Cancelled on the next sync.

  • The Host column comes from the calendar; rep attribution comes from your CRM. Alta links a meeting to a rep by matching the calendar owner to that rep's CRM user. A rep with no linked CRM user won't get credit.

  • The calendar is read-only. You can't create, edit, or delete a meeting from Alta. Change it in the source calendar and the update flows back on the next sync.

  • Filter from the Meetings tab. Status, source, and campaign are on the calendar. The rep comes from the picker at the top of Daily. For slicing meetings over time, build a chart in the Data Explorer.


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