How do I add a meeting?


There are several possibilities to add meetings in Teamleader:


1. Via dashboard


The first possibility is to add a meeting straight on your dashboard by clicking the plus sign:




Next you can complete the details of this meeting. As you can see, you have different locations to choose from. This choice has an effect on how much you can invoice your client as Teamleader calculates the travel costs and adds them automatically to your invoice. Once the meeting is created, you will see you can add colleagues (via the pencil) and external contacts (via the plus sign) to the meeting:




When you add external contacts to a meeting, you have the option to send a meeting invitation and a reminder for the meeting the day before via text. However, you do need to set up templates for meeting invitations and need to agree on whether you want to send reminder the day before or not.

If you conduct weekly meetings, the options to either make a meeting recurring (Meeting > arrow at the top > Repeat meeting) or to copy a meeting could be interesting.

Via segments it is possible to keep an overview of your planned meetings. You can either create segments in your CRM or under Planning > Meetings.


2. Via planning


Another option is to go to planning > meetings and clicking on the plus sign there:




3. Via plus sign


Or click on the plus sign in the top right hand corner and select ‘add meeting’:




Teamleader will automatically complete the meeting with information depending on where you are when you click the plus sign. For example, if you open a contact in the CRM section and then click this plus sign, this contact person will automatically be added to the meeting.


4. In deal


If you use the deal phase ‘meeting’, you can double click on the circle in the timeline to add a meeting to your deal:




5. In project


If you use our project module, you have the possibility to add a meeting linked to a specific milestone by clicking ‘New meeting’ in the project:




For more information on how to create a meeting, you can also watch this tutorial.

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