# Add a meeting to a deal

You can add a meeting directly from a deal record so it stays connected to the opportunity. Meetings are created through your Google Calendar/Microsoft Outlook integration, so you'll need a connected Google Calendar/Microsoft Outlook account before getting started.

**Steps**

1. Go to **Sales** → **Deals**.
2. Click the deal you want to add a meeting to.
3. Click the **Meetings** tab.
4. Click **+ Add meeting**.
5. Fill out your event details in the event modal.
6. Click **Create event**.

{% embed url="<https://app.supademo.com/demo/cmobo7swi05aqs2tqubsa1v3n>" %}

The meeting is added to the deal and appears on the Meetings tab.

***

**Field reference**

* **Event title:** The name of the meeting as it appears on the deal and in your calendar.
* **Conference method:** How the meeting will be held (for example, Google Meet or in person).
* **Location:** Where the meeting takes place, if applicable.
* **Default visibility:** Controls who can see the event on your calendar.
* **Calendar:** Which Google Calendar the event is added to.
* **Availability:** Whether you appear as free or busy during the meeting.
* **Color:** The color label for the event in Google Calendar.

***

**FAQ**

**How do I see all meetings for a deal?** Open the deal and click the **Meetings** tab. All linked meetings appear here in chronological order.

**Can I add notes to a meeting after it happens?** Yes. Go to the deal's **Meetings** tab, click the meeting, and you can add notes or access a recording if one was captured.

**Do I need a calendar connected to add a meeting?** Yes. Wonderly supports Google, Microsoft, and iCloud calendars. You'll need at least one connected before you can schedule meetings from a deal.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-a-meeting-to-a-deal.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.