Trace, analyze and troubleshoot every single session regardless of qualification or meeting booking.
To access your inbound routing logs, click on the Inbound in your left nav bar.
The latest sessions are listed on the right sidebar. To access a specific session, you can click to expand and view a specific session.
Alternatively, you can also use the search bar to find specific records or to curate lists.
The search options are as follows:
Filter by | Options |
---|---|
Created At | Use one of these options, eg: Before 90 days Today/Yesterday This/Previous Week Last 7/30/60/90/180 days Before 30/60/90/180 days This/Last Month |
Domain | Search by prospect domain eg:revenuehero.io |
Meeting Owner | Search by a specific assignee name. |
Router | Search by a specific RevenueHero router name. |
Search | Search by a specific email address. |
Status | Use one of these options: BookedNot booked/Disqualified |
Team | Searcg by a specific RevenueHero team name. |
Once you’ve filtered based on these options, you should be able to view/export the list of records that match your filter. To inspect a specific record, click on it to expand.
Any specific record should have the following blocks for a qualified prospect:
Block | Details |
---|---|
Inbound Router | Log of: Router Name Form Data Source URL |
Enrichment | Log of RevenueHero IP Enrichment and data from your chosen enrichment provider. |
Matching Rules | Details of the ownership check set up in the router. |
Distribution Rules | Details of the distribution flow set up in the router. |
Scheduler | Details regarding number of slots, meeting type (duration,buffers etc), timezone and language that was displayed to the prospect. |
Assignee | Details of the meeting owner, their team and the round robin system applied. |
Additional Participants | Details of additional assignees (if collective round robin is set up). |
Meeting Details | Date, time and participants on the invite. |
Redistribution | Routing flow and assignment if the prospect didn’t book a meeting. |
Redirection | The URL (if set up) the prospect was redirected to. |
Integrations | Log of: CRM Integration - the fields that were updated Calendar Integration - the invite that was created Conference Tool integration - the conference link added to the invite |
Use the navbar to click and zoom in on a specific block eg: Meeting Details.
To inspect the routing flow click on the specific rule.
Clicking on the rule should expand the criteria that was set up. The conditions marked in green were succesfully met while the ones in red didn’t, hence not assigning through that rule.