Meetings

Log a scheduled interaction on the prospect: in-person, virtual, or phone. Meetings also appear on the Dashboard calendar.

Path: Prospect Details → Activity → Meeting

Create a meeting

1. Open the prospect → Activity → Meeting.
2. Set date, time, and time zone.
3. Choose type: in-person, virtual, or phone.
4. Set the owner (who will conduct it). Meetings always have an owner.
5. Add location and notes.
6. Save.

Location helpers

• Virtual — + Meeting Room fills the location with an enabled personal room for the meeting owner (or additional meeting owner).
• In-person — + Office Address fills from an account office.

Compose templates can insert {{virtualMeetingRoom}}, which becomes your personal room URL if you have one configured.

After the meeting

Use review status (completed / incomplete) so the pipeline calendar icon stays accurate:

• Blue — future
• Green — completed
• Red — reviewed incomplete
• Gray — past, not yet reviewed

Video meetings created for you

If you admit someone from a Meeting Room and they stay more than 15 seconds, HiringCenter writes a Virtual Meeting on that prospect when the room ends. The location is the public room URL. You can still edit it. See Meeting Rooms.

Those meetings store a transcript and AI notes. Open the meeting card to search the transcript. Host-written notes are not overwritten.