Add a meeting to a deal

How to schedule a meeting and link it 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.

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

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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.

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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.