Meetings is AdvantaCRM's home for every recorded or uploaded client conversation across your whole book — not just one profile at a time. Any meeting linked to a client also shows up right on their own profile.
Getting there
Click Meetings under Tools in the left sidebar.
Recording or uploading a meeting
Use Record in the top right to start a live recording, or Upload to bring in an existing audio or video file. Both go through the same transcription process afterward.
Searching and filtering
Use the search bar to look up a meeting by title, summary, client, topics, or tasks. Use the All, Recorded, and Uploaded tabs on the right to filter the list by how each meeting came in.
Reading a meeting card
Each card shows:
The meeting's title, and the client it's linked to, if any.
A one-line preview of its summary.
Time, duration, number of speakers, and number of action items.
Avatars for each speaker.
A status pill, like Ready.
Click any card to open the full meeting, with its transcript and summary.