Managing Meetings

Schedule and track your meetings with contacts.

What is a Meeting?

A Meeting is a scheduled appointment with a contact - either in person or virtual:

• Coffee meeting
• Presentation appointment
• Follow-up discussion
• Signing meeting

Scheduling a Meeting

From the Contact List

1. Find the contact in your list
2. Click the Actions menu (⋮)
3. Select Schedule Meeting
4. Fill in the details
5. Click Save

From the Contact Detail Page

1. Open the contact
2. Go to the Meetings tab
3. Click New Meeting
4. Fill in the details
5. Click Save

Meeting Fields

Field	Description	Required
Date	Meeting date	Yes
Time	Meeting time	No
Place	Location or online platform	No
Type	What kind of meeting	No
Result	How it went (after the meeting)	No
Notes	Additional details	No

Meeting Types

Type	Use For
Presentation	Showing the business opportunity
Follow-up	Second meeting after initial presentation
Signing	Closing, registration meeting
Training	Team training or onboarding
Other	Any other meeting type

Meeting Results

After the meeting, update the result:

Result	Meaning
Completed	Meeting happened as planned
Rescheduled	Moved to a different time
Cancelled	Meeting didn't happen
No Show	Contact didn't show up
Successful	Meeting led to desired outcome

Viewing Meetings

You can see all your meetings in:

• The Activities page
• The Planner view (calendar style)
• Each contact's Meetings tab

Upcoming vs Past Meetings

• Upcoming meetings - Future dates, shown in blue
• Past meetings - Already occurred, shown in gray
• Today's meetings - Highlighted for easy visibility

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Next: Using the Planner