Meetings in Zoho CRM record the interactions between your business and its customers at a specific place and time, whether that's a product demo, a service discussion, or a negotiation. This overview links out to a set of focused articles covering each part of working with meetings.

In this section

• How to Create a Meeting in Zoho CRM — meeting venues, and creating meetings from the module or your calendar.
• How to Create Recurring Meetings in Zoho CRM — daily, weekly, monthly, and yearly repeat patterns.
• How to Set Reminders for Meetings in Zoho CRM — email and pop-up reminders, and what can and can't be disabled.
• How to Add and Invite Participants to a Meeting in Zoho CRM — inviting attendees and tracking RSVPs.
• Standard Fields in the Zoho CRM Meetings Module — a quick reference for every default field.
• How to Set Up Online Meeting Providers in Zoho CRM — enabling and disabling providers, and Microsoft Teams limitations.
• Google Meet Is Now Available as a Meeting Provider in Zoho CRM — enabling Google Meet, including the Google Workspace admin consent steps.
• How to Colour Code Picklist Values in Zoho CRM Meetings — making meetings easier to scan across your CRM.
• How to Use Mobile Check-Ins for Meetings in Zoho CRM — linking client visits to meetings, and reporting on them.