Meetings
Find a conversation and review the information available for that meeting.
Find a meeting
Open Meetings from the sidebar. Search by meeting, account or person, then open the relevant meeting record.
The Calendar view provides another way to locate scheduled conversations. The information available depends on your connections and the meeting’s current state.
Review the available record
Check the meeting details and any available recording, transcript or analysis. Review suggested actions against what was actually discussed before relying on them.
A scheduled meeting is not proof that a recording exists. Capture and processing can have different states. Check the status shown for the individual meeting.
When a recording is missing
- Check whether the meeting shows a capture status or a reason it was not captured.
- Review the relevant connection in Settings, then Integrations.
- Review the service-health guide if several meetings or other features are failing at once.
- Record the meeting time and the visible error when asking for help. Do not include private meeting content unnecessarily.
Follow through
Review the related deal and tasks after the meeting. Confirm the next action, who owns it and when it needs to happen.