Quick summary
Logging a meeting in Salesforce means creating a calendar event directly from a Lead, Contact, or Opportunity record via the Activity Timeline. This keeps all customer interactions tracked and visible without leaving your CRM workflow.
Steps
- Open a Lead, Contact, or Opportunity tab from the top menu of the dashboard or from the App Launcher.
- Click an object from the selected tab menu to open its record.
- Click the calendar icon from the Activity Timeline to create a new event.
- Create and personalize your event, then click Save.
- The meeting is now recorded and logged as a calendar activity on the record.
