The Meetings module (formerly Activities/Events) tracks your appointments, client presentations, and calls. Creating meetings directly in Zoho CRM ensures your interaction history is automatically logged against the correct lead or contact.

Step-by-Step Guide

Method 1: From the Meetings Module (Best for general scheduling)

1. Navigate to the Meetings module.

2. Click the "Create Meeting" button in the top right.

3. Fill in the details:
   

   • Title & Location: Name the meeting and add a physical address or virtual link.

   • Date & Time: Set the start and end times.

   • Host & Participants: Assign the host and invite internal users or external contacts (emails).

   • Related To: Link the meeting to a specific Lead, Contact, Account, or Deal.
     

4. Click "Save".
   

Method 2: Directly from a Record (Fastest method)

1. Open the specific wanted record (e.g., a specific Lead or Contact).

2. Scroll down to the Open Activities or Meetings related list on the left menu.

3. Click "+Meeting" (or "Add Meeting").

4. Fill in the required information (The participant and account links will auto-populate based on the record you are in).
   

5. Click "Save".

Quick Tips

1. Always Calendar Sync: If your Zoho CRM is integrated with Google Workspace or Outlook, saving a meeting here will automatically sync it to your external calendar.
2. Reminders: Scroll to the bottom of the creation page to set up pop-up or email reminders for both you and your participants before the meeting starts.