Schedule a meeting from an opportunity

task australia Updated Sep 10, 2026 1 min read schedule-meeting-opportunity.md

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

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
In the Opportunity - All list, open the opportunity record.
In the opportunity header, select Create > Meeting.

The Meeting option is only visible when you have permission to create meetings. It is hidden when the opportunity is in a closed state.
Complete the meeting form.

Note:

The meeting is automatically associated with the opportunity, no manual linking is required.
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 topics

Using Opportunity Management

Manage touchpoints on an opportunity

Compose emails

Add opportunity tasks

Collaborate with stakeholders by using the sidebar

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---
title: Schedule a meeting from an opportunity
description: Schedule a client meeting directly from an opportunity record to associate it with the opportunity.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/schedule-meeting-opportunity.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Schedule a meeting from an opportunity

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** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2. In the **Opportunity - All** list, open the opportunity record.

3. In the opportunity header, select **Create** &gt; **Meeting**.

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 topics**

[Using Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-mgmt-using.md)

[Manage touchpoints on an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/manage-touchpoints-opportunity.md)

[Compose emails](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-emails-tab.md)

[Add opportunity tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-tasks-tab.md)

[Collaborate with stakeholders by using the sidebar](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-sidebars-teams.md)