What Meetings Are
Meetings capture the key details from your sales conversations and centralize them inside the Deal Room.
Each meeting becomes a structured record containing:
Summary of the conversation
Key follow-ups or next steps
Attendees
Recordings (optional)
Transcripts (optional)
This creates a continuous, reliable timeline of every discussion in the buying process.
Why Meetings Matter
Meetings support deal clarity and collaboration across all stakeholders:
Shared context
Buyers and sellers see the same information, reducing confusion.
Trackable follow-up
Next steps are clearly documented, so responsibilities don’t get lost.
Stronger buyer experience
Buyers can revisit what was discussed without relying on email threads or memory.
Organized deal history
All meetings appear in chronological order, forming a narrative of your deal.
Where Meetings Live
When Meetings are enabled in a Deal Room or Template:
A Meetings tab appears in the room navigation.
All meetings—draft or shared—are listed chronologically.
Each meeting displays:
Title and date
Summary
Next steps
Recording (if added)
Transcript (if added)
Attendees
This layout makes it easy to scan what has happened so far and what is coming next.
How Meetings Are Added
You can add meetings in three different ways, depending on your workflow.
1. Connected meeting tools
Meetings can be imported directly from supported platforms (e.g., Gong, Salesloft, Glyphic).
Imported meetings may include:
Title
Recording
Transcript (when available)
Attendees
This ensures conversations captured outside GetAccept still appear inside your Deal Room.
2. From transcript
If you already have a transcript, you can paste it to create a structured meeting entry.
This is ideal for documenting long discovery or demo calls.
3. Manual entry
You can also document a meeting manually to log internal updates, check-ins, or offline conversations.
Draft vs Shared Meetings
Draft meetings
Visible only to internal collaborators
Editable anytime
Not shown to buyers
Useful for preparing or reviewing notes before publishing
Shared meetings
Visible to buyers
Cannot be edited by buyers
Notify participants when published
Included in the full meeting history
Draft and shared meetings both appear in your internal timeline but buyers only see shared ones.
Buyer Experience
Buyers see a clean, read-only version of shared meetings, including:
Meeting details
Summary
Next steps
Recording (if included)
Transcript (if included)
Buyers can also schedule follow-ups using the Book a meeting button linked to the room owner’s or team’s scheduling link.
Best Practices
To get the most value from Meetings:
Log meetings after every significant call
Keep summaries concise and action-oriented
Add attendees to maintain transparency
Share meetings once they’re accurate and ready for buyer review
Use recordings and transcripts for clarity and historical reference
Summary
Meetings give you a centralized, structured view of every conversation in the deal cycle.
By documenting summaries, next steps, attendees, recordings, and transcripts, your deal team—and your buyers—stay aligned, informed, and confident throughout the process.