Med Sales Hub matches meetings automatically. Here's how to see who's been matched and what to do if you're not happy with the match.
Viewing matched reps
Your Calendar page shows all your meetings. Click any meeting to open the detail drawer. If the meeting has been matched, you'll see the rep's photo, name, company, and specialties. If the meeting is still in "Awaiting match" status, you'll see a placeholder with the expected match date.
Meeting statuses
Awaiting match — The meeting is more than 30 days out. Matching hasn't started yet.
Awaiting response — A rep has been invited but hasn't responded yet.
Upcoming — The rep accepted. The meeting is confirmed.
Completed — The meeting has happened.
Canceled — The meeting was canceled.
If a rep declines
The system automatically invites the next best-matched rep. You don't need to do anything — the invitation cycles until a rep accepts.
If you want to swap the matched rep
You can override the match at any time. Open the meeting drawer and click Choose a different rep. Browse reps in your network and select someone else. See article 12 for details.