How to schedule a meeting in CRM?

TB CRM · meetings · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to book a meeting with type, time, and attendees from the CRM calendar.

Meetings in CRM sync with the calendar views your team uses for outside sales — appointment types control duration and availability rules. Linking the related account keeps visit history next to order context when Books data is connected. Wrong appointment types break coordinator scheduling and double-book field reps.

Steps

• Open Meetings from the CRM sidebar.
• Click Schedule / New Meeting.
• Pick the correct appointment type (visit, phone review, etc.).
• Set date, time, and attendees.
• Link the related account when the meeting is at a customer site.
• Save and confirm invites reach attendees (email/calendar).
• After the meeting, log notes on the account while details are fresh.

Conclusion & best practices

Use the correct appointment type so availability rules apply. After the meeting, log notes on the account while details are fresh. Cancelled meetings should be cancelled in CRM — ghost meetings waste Map Run planning.