Changelog

CustomerIQ users can now generate and share content from meetings to align teams and move deals forward. Here's how:

Let's say you're in a meeting with a prospect, or even a customer, to demo a feature, and they ask, "Can you send me a video of this?"

The reality is there's almost always someone who's not present in that meeting that needs to be made aware of your solution. The faster you can get that person up to speed, the faster your pipeline moves.

Now you can easily share any meeting recording from CustomerIQ, with anyone on the web.

What's more? You'll be notified every time there's a new viewer.

This has many benefits:

1. You can quickly get helpful information into the hands of your prospects, customers, and internal team members
2. You multiply your effort by creating content from meetings that moves deals forward
3. You can use this content to map out who is critical to your accounts. For example, if you see that your prospect has shared your video with a colleague, you know to include that colleague in your process.

How to get started

1. Log in to your CustomerIQ workspace
2. Go to any folder where you've stored a video meeting
3. In the top right corner, click the more actions button, then "Copy link to share"
4. Send the link to anyone

You can always preview what a video looks like by opening the link in a new tab.

More fixes and improvements

• Fixed issue with opening some folder submissions
• Fixed issue where users configuring many CRM fields could not see all elements on page
• Updated meetings on home page to reflect changes to auto-join settings in real time
• Removed task-creation from logged emails
• Improved meeting summary emails to link directly to submissions
• Included stored video in video meeting submissions