Scheduling a meeting

Schedule from Quick Create

1. Open Quick Create — select Schedule Meeting.
2. Add the meeting details — enter the Meeting Title and Description, then choose the Meeting Type.
3. Set the schedule — choose the Date & Time and Duration.
4. Set the capacity — enter the Maximum Participants.
5. Add attendees — use Select Participants and add any Email Addresses.
6. Save the meeting — review the details and save.

Schedule from a deal or lead

1. Open the meeting form — start scheduling from the deal or lead record.
2. Name the meeting — enter the meeting’s title in Meeting Agenda.
3. Choose how to meet — select the Online Meeting or Offline Meeting option. For an online meeting, set the Meeting Platform and Meeting Link. For an offline meeting, set the Location.
4. Add attendees — choose the Host and Participants.
5. Set the schedule — use Date & Time (From – To) to set the meeting’s start and end.
6. Add details — enter the Description.
7. Set recurrence — choose the Repeat Mode. For a repeating meeting, use Ends to select Never or On Date; when you select On Date, set the End Date for the recurrence.
8. Save the meeting — review the details and save.

Joining

When it’s time, open the meeting and select Join Meeting. Expired or invalid links show “Meeting Expired”.