Conversations: client meetings on the record, matched to the right company

Highlights

• Log a client meeting (title, when, how long, who attended, summary, action items) from a company page. It appears on the company's Conversations card and in its Activity timeline as a "Meeting" entry.
• A conversation page shows the summary, attendees, action items and the linked company.
• Review queue. When a meeting's attendees point at more than one company, it waits under Conversations with one-click Match to choices, plus "Other company…" and "Ignore".
• Your team is recognized automatically. Attendees on your company's email domains count as staff; admins can review the inferred domain list.
• Meetings join Notes, Calls, Emails and Texts in the timeline's Meetings filter.

What changed

Conversations

• Log a meeting from any company page; the company is linked automatically.
• Each conversation has its own page with summary, attendees, action items and the linked company; roles with the permission can delete it.
• The review queue lists meetings that could belong to several companies; matching is one click, ignoring is confirmed and not undoable.
• Teammate attendees logged by bare email show their name; where their email is hidden from your role you see a name or "Teammate" rather than a blank.
• Consistent date formats and "Needs review" / "Ignored" badges across the card, list and detail page.
• "Conversation" is a renameable record type (Settings → Record Names).

Timeline

• A Meetings filter sits beside Notes, Calls, Emails and Texts; meeting entries carry an "Open conversation" link.