Lesson 2: Never Miss a Detail – Search, Sort, and Share Meetings

Your meeting insights shouldn’t disappear into notebooks or get lost in your CRM. This lesson shows you how to use the Conversations dashboard to search, filter, and share meeting recordings with ease. Learn how to surface the moments that matter and keep deals moving forward.

What you’ll learn:

  • How to filter meetings by time, owner, type, and company
  •  How to use transcript search to find key moments
  • How to track productivity and engagement with dashboard metrics
  •  How to share meetings internally or externally, and sync with CRM
Watch now to start managing your meeting library like a pro.

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