Find A Meeting
1
Open Communications Hub
Select Communications Hub in the sidebar.
2
Open the Meetings tab
If the hub opens on another tab, select Meetings in the header.
3
Narrow the list
Use Search…, the client or deal filters, the sharing filter, or the All and Unlinked activity filters.
4
Open the meeting
Select a meeting to open its details, transcript, notes, related records, and available Chat context.
Schedule Or Start A Meeting
1
Open the meeting action
From Communications Hub > Meetings & Calendar, select the page action for Schedule Meeting or Start Meeting.
2
Enter the meeting details
Complete the details requested by the dialog.
3
Save or start
Complete the dialog action to save the meeting or start the meeting.
Meeting Follow-Up
Open a meeting and use its Chat bar. Select Actions, then choose Write follow-up email or Schedule follow-up when those actions are available.Calendar actions depend on your connected account and workspace permissions.