How does meeting attribution work if a rep books a meeting on behalf of someone else?

Applies To

• Meeting attribution

• Reporting

• Sales reps (BDRs & SDRs)

• Account executives/managers

• Calendar & Meetings events

• Booker vs Host

Answer

It's common for reps to book meetings for other colleagues. A common scenario would be if an SDR/BDR rep booked a meeting for the Account Executive/Manager with a prospect/lead.

In this case, the SDR is the booker of the meeting and the AE is the host of the meeting. 

In Outreach, we attribute meetings to the user that booked the meeting. This means the SDR will get the credit for that meeting in our reporting module.