Salesloft Conversations automatically captures Participant information from your meeting invites. However, if someone joins a meeting who wasn't on the original invite, you can manually add them as an Participant to ensure accurate record-keeping.

In this article, you will learn how to add an Participant to a recording in Salesloft Conversations, including: 

• Before You Add a Participant to a Recording
• Video - Add a Participant to a Recording
• Add a Participant Instructions
• Additional Information: Add a Participant to a Recording 
• Next Steps

Before You Add a Participant to a Recording

• Have a Salesloft account with access to Conversations.
• Things to Note: Participants were previously referred to as “Attendees.”

Video - Add a Participant to a Recording

For a quick overview of adding a participant to a recording, check out the video below:

Add a Participant Instructions

If you would like to add a participant to a recording, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to the Conversations page.
2. Locate the Recording: Find the recording to which you want to add a participant.
3. Access the Options Menu: Hover over the recording's date and time. Click the ellipsis button (three dots) that appears.
4. Select "Add Participant": Click "Add Participant" from the menu options. The "Add Participant" window will appear.
5. Enter Participant Information: Enter the person's name and email address in the corresponding fields.
6. Save: Click "Save" to add the Participant to the recording.

Additional Information: Add a Participant to a Recording 

• Participant names appear in the Conversations Navigator and on the recording's details page.
• Adding participants manually ensures that all participants are accurately reflected in the recording data.

Next Steps

• Review the participant list on recordings to ensure accuracy.
• Add missing participants to recordings as needed.
• Explore other Conversations features, such as searching, filtering, and sharing recordings.