The Meetings area tracks every meeting your team books — where it happens, who's hosting, and how it fits into the pipeline.
Create a meeting
Go to CRM → Meetings and click Add Meeting.
Fill in the meeting name, the linked lead's email, the location, date, start/end times, and host(s).
Optionally add an agenda, internal notes, or link to deals and contacts.
You can also book a meeting from a lead's profile or by selecting leads in the Leads tab.
Sync with your calendar
Once Google Calendar or Calendly is connected, meetings booked in the CRM sync to your real calendar, and meetings booked via Calendly attach to the corresponding lead and deal. When a meeting ends, a post-meeting task is created automatically so nothing slips.
Organize and review
Meetings appear on the meetings board and on the CRM Calendar. Today's meetings also surface on the dashboard's Meeting for the Day card.
Tips
Connect Google Calendar first — it makes every meeting you book show up where your team already looks.
Use Log Meeting on a lead's profile to record meetings that happened off-platform.