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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Schedule a meeting from an opportunity

# Schedule a meeting from an opportunity {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Schedule a client meeting directly from an opportunity record to associate it with the opportunity.

## Before you begin

* The Meetings plugin (sn_meeting_mgmt) must be installed. This plugin is installed automatically as a dependency of the Opportunity Management data model plugin.
* The opportunity must be in a non-closed state.

Role required: sn_meeting_mgmt.meeting_creator

## About this task

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

## Procedure

1. In the CRM Workspace, select the List view.
2. In the Opportunity - All list, open the opportunity record.
3. In the opportunity header, select CreateMeeting.  
   The Meeting option is only visible when you have permission to create meetings. It is hidden when the opportunity is in a closed state.
4. Complete the meeting form.  
   Note:  
   The meeting is automatically associated with the opportunity, no manual linking is required.
5. Select Save.

## Result

The meeting is created and linked to the opportunity. It appears in the Meetings tab of the opportunity record.

## What to do next

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

* [Using Opportunity Management](https://www.servicenow.com/docs/1mB0WF7DPY32zLtasDOFLg "Use the Opportunity Management application to create and manage opportunities, schedule meetings, and track related activities.")  
**Related tasks**   

* [Manage touchpoints on an opportunity](https://www.servicenow.com/docs/3~cZSgMoFoYrVq4im3Dhtg "View, create, and delete touchpoints associated with an opportunity from the touchpoints related list.")
* [Compose emails](https://www.servicenow.com/docs/Uhc1ZjkVtt6RhkBmGNyQ_g "Create an email to communicate to your customer the product information that meets their business requirements or the product demo as required by your customer.")
* [Add opportunity tasks](https://www.servicenow.com/docs/TJrxmDMjceS2rrzeLYb7LA "Create opportunity tasks to capture additional details of your customer's requirements.")
* [Collaborate with stakeholders by using the sidebar](https://www.servicenow.com/docs/DLEvZ7sIxz42ZbuYjslMUA "Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.")

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