Schedule a meeting from a lead

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

# Schedule a meeting from a lead

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 CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Leads** > **All** and open the lead record.

3.  In the lead header, select **Create** > **Meeting**.

    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.

**Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-using.md)

**Related topics**  


[Schedule a meeting from a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/schedule-meeting-touchpoint.md)

[Manage touchpoints on a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/manage-touchpoints-lead.md)

[Create new meeting form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-meeting-touchpoints-form.md)

[Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-activity-management.md)