When using Teams on Salesroom, all meetings are visible to the team by default to facilitate seamless collaboration. "Private Meetings" allow users to conduct confidential, one-on-one sessions on Salesroom without the meeting appearing in other team members’ lists.
🗣️ Organization Owners own all data with Salesroom and can therefore see all meetings, including private meetings.
Creating a Private Meeting
Create a New Meeting: Begin by creating a new meeting as usual. By default, all new meetings are "Team Meetings", which means they are visible to your entire team.
Change the Meeting Visibility: To change the meeting to private, navigate to the meeting settings via the About tab. Here, you'll find an option to make it a private meeting. Select this option to make your meeting private. Please note that only the meeting owner (the person who created the meeting) can change its visibility. You can change the meeting to private at any point before the meeting ends.
| Private | Team |
Org Owner Has Access | ✅ | ✅ |
Team Has Access | ❌ | ✅ |
Please note that some features, such as Tags are unavailable for private meetings.
Once a private meeting has concluded, it cannot be converted back to a "Team Meeting". This means that the meeting details can only be seen by those who were initially invited or you directly invited. Your team can't see that the meeting occurred.
"Private" meetings are displayed differently in your meetings list, making it easy to distinguish between private and team meetings.
