---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Schedule a meeting from a lead

# Schedule a meeting from a lead {#ariaid-title1}

Release version: Australia  
Updated June 11, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Schedule a client meeting directly from a lead record to associate it with the lead.

## Before you begin

Verify that the Meetings plugin (sn_meeting_mgmt) is activated.

The lead must be in a non-closed state.

Role required: sn_meeting_mgmt.meeting_creator

## About this task

When you schedule a meeting from a lead, the system automatically associates the meeting with that lead. The meeting then appears in the lead Meetings tab.

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to LeadsAll and open the lead record.
3. In the lead header, select CreateMeeting.  
   The Meeting option appears only when you have permission to create meetings. The option is hidden when the lead is in a closed state.
4. Complete the meeting form.  
   The meeting form includes tabs for occurrences, participants, and summary. The meeting is automatically associated with the lead.
5. Select Save.

## Result

The meeting is created and linked to the lead. It appears in the Meetings tab of the lead record and in the Upcoming meetings section of the Priority Activity panel.

## What to do next

To view all meetings for the lead, select the Meetings tab.  
Note:  
The Meetings tab displays both meetings linked directly to the lead and meetings linked to the lead's touchpoints.
**Related concepts**   

* [Activity Management](https://www.servicenow.com/docs/P5pJ2TcE1Frtlnt1ViX2gA "Activity Management helps customer-focused teams plan, execute, capture, and track customer interactions across multiple channels throughout the customer life cycle. These interactions include emails, meetings, calls, and key customer touchpoints such as discovery, product demos.")  
**Related tasks**   

* [Schedule a meeting from a touchpoint](https://www.servicenow.com/docs/NEecJqVXz_PWmWWtVUl0BA "Schedule meetings with leads, opportunities, and accounts directly from the touchpoint record. Align internal and external stakeholders, avoid scheduling conflicts, and build a timeline view of customer interactions for risk analysis and planning future actions.")
* [Manage touchpoints on a lead](https://www.servicenow.com/docs/Jm37TvcsyY2rco2f1tGzTQ "View, create, and delete touchpoints associated with a lead from the touchpoints related list.")  
**Related reference**   

* [Create new meeting form](https://www.servicenow.com/docs/tQRk~qpzNkeEJ0ZsY9J1Hw "Field descriptions for editing or reviewing details on the Create New Meeting form for CRM Touchpoints.")

*[\>]: and then