How to Schedule a Meeting

What this does

Creates a meeting activity linked to a contact or deal with a date, time, and location.

When to use it

Schedule a meeting when you need to set up a face-to-face, video call, or site visit.

Step by step

1. Open the contact or deal record
2. Click the Log Activity button
3. Select Meeting as the activity type
4. Fill in:
   • Subject — what the meeting is about
   • Date and Time — when it's happening
   • Location — address or video link
   • Notes — agenda or preparation notes
5. Click Save

Tips

• Meetings appear on your activity timeline with the scheduled date
• Update the meeting notes after it happens to record outcomes
• You can also create meetings from the quick-create (+) menu