Meeting Tracker Overview

The Meeting Tracker treats conversations as first-class work artifacts—not calendar noise. Log meetings with type, outcome stage, attendees, and links to contacts and deals so pipeline metrics stay honest.

Stages typically progress from scheduled → held → follow-up → won/lost (exact labels depend on your workspace). Kanban and table views show volume by business type: sales, partnership, hiring, vendor, internal.

Dashboard meeting widgets summarize counts for the week and flag overdue follow-ups. Because meetings can spawn tasks and work logs, closing the loop in one system reduces “forgot to log that call” syndrome.

Integration with Contacts means every meeting can reference people and companies you already track. AI meeting tools summarize transcripts or notes you paste after the call.

Use meetings alongside goals: a key result might track “12 discovery calls held.” Auto-tracking rules count meetings in the right stage without manual tally spreadsheets.

This section of the docs covers logging, CRM-style contacts, and AI assistance—start with logging your next call even if your pipeline is informal today.