Keeping everyone on the same page after a meeting can be tough, especially when key updates, decisions, or action items get buried. With the Share as Post option in your CRM, you can quickly post meeting recordings into your community so your team can review conversations, stay informed, and move work forward.

📌 Why This Matters

For small business owners, time matters and missed details can lead to delays, confusion, or lost sales opportunities. Sharing recordings directly into your community makes it easier for your team to revisit important conversations, catch up if they missed a meeting, and stay aligned without extra back-and-forth.

✨ What’s New

• Share recordings as a post: You can publish a meeting recording directly into a community without leaving the recordings area.
• Choose the right space: Select the community and channel where the recording belongs so the right people see it.
• Searchable community selection: Find the correct community quickly using the selection window.
• Better follow-up after meetings: Keep discussions going by posting recordings where your team already collaborates.

🛠️ How to Use It

1. Step 1: Go to your profile area and open Manage Profile.
2. Step 2: Click Meetings and then View Recordings.
3. Step 3: Find the recording you want to share and click the three-dot menu.
4. Step 4: Select Share as Post to open the community selection window.
5. Step 5: Choose the right community and channel, then publish the post.

💡 Pro Tip

Share sales calls, team updates, or customer conversations in the right channel so your team can act faster and turn important discussions into completed tasks and revenue opportunities.