Schedule Meetings

Settings first: meeting statuses & venues#

Meetings use pick-lists you can adjust in the Module Builder (Settings → Customization → Modules and Fields → Meetings → Edit Module):

• Meeting Status — Scheduled, In Progress, Completed, Cancelled (default Scheduled).
• Meeting Venue — Office, Client Location, Online, Restaurant, Other.

Schedule a meeting#

Open the Meetings module and click Create Meeting — or use the Meetings quick-action chip on a contact or deal, or New Meeting on your Home calendar.

• Title (required).
• From / To — start and end time (defaults to the next half-hour for an hour). Tick All day for an all-day event.
• Meeting Venue, Host, and Participants.
• Reminder & Repeat — a reminder before it starts, and recurrence if it repeats.

🎉 Now, your meeting is created — here is how it appears: