Every meeting's Transcript shows the full conversation, timestamped and broken out by who said what.
Searching the transcript
Use the Search transcript box to find a specific word or phrase. Matches are highlighted inline, and you can step through them one at a time with the up and down arrows next to the result count (for example, "1 of 15").
Fixing speaker names
By default, AdvantaCRM can't tell who's who on a call — each voice is just labeled Speaker A, Speaker B, and so on. Click Fix speakers to open editing mode.
Under Display names, type each speaker's real name into their field. This updates every line attributed to that speaker throughout the whole transcript at once. Click Done when you're finished.
Correcting a single line
If one specific line got attributed to the wrong person, you don't have to redo the whole speaker's name — click that line's speaker pill and reassign just that line to the correct speaker from the dropdown.
Tip: Fix speaker names before generating the meeting's summary — see Generating a Meeting Summary. A summary generated after speakers are named can refer to people by name instead of "Speaker A."