A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be linked to Leads, Contacts, Accounts, or Deals, giving sales teams a shared view of customer touchpoints.
In Zoho CRM, a Meeting (or Event) is a time-bound Activity that records a scheduled interaction with one or more contacts. Unlike a Task, which has only a due date, a Meeting has both a start time and an end time, making it visible on the CRM calendar.
Meetings are created from the Activities module or directly from a Contact, Lead, Account, or Deal record. When created from a record, the meeting is automatically associated with that record, so the full interaction history is visible in one place.
Every Meeting record includes: Title, Location, Start and End DateTime, Participants (CRM users), Contact/Lead association, Agenda, and Reminder settings. The “All Day” toggle converts the event to a full-day block.
Zoho CRM supports recurring events – daily, weekly, monthly, or yearly. This is useful for standing calls like monthly business reviews or weekly pipeline check-ins with a key account.
A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be linked to Leads, Contacts, Accounts, or Deals, giving sales teams a shared view of customer touchpoints.
A Task is a to-do item with a due date and no defined duration. A Meeting (Event) has a start time and end time and appears on the calendar. Use Tasks for follow-ups; use Meetings for scheduled interactions.
Yes. You can add CRM users as participants and also enter external email addresses. Zoho CRM can send calendar invites to those participants automatically.
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