Meetings overview

Schedule and track meetings with prospects and customers.

Meetings let you schedule time with contacts and invite participants. A meeting carries a title, date/time, duration, location or link, and an agenda, and can run on different platforms.

Meeting types & platforms

One-on-one or Group Meeting.
Meeting Platform — including a Meeting Link for online meetings (Zoom or the built-in E-Meet).
In-person meetings with a Location.

Each meeting shows Meeting Details, a Meeting ID, invited participants, and a Join action when it’s time.

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