What this is for

Schedule a meeting from a contact and keep its time, place, calendar status and outcome together in the CRM. A video meeting can request a Google Meet link and an invitation to the contact's saved email address.

Saving a CRM meeting is not proof that Google Calendar has synchronized, a Meet link has been generated, or an invitation has arrived. Check the meeting card's calendar status and join link separately.

Before you start

Open Contacts, select a contact, and open Communications.
You need meeting write access. Read-only access, private meeting information or a frozen contact can prevent changes.
Google Calendar actions use the contact owner's calendar, not whichever teammate happens to create the meeting. The owner needs a connected calendar for synchronization.
To invite the contact from the video meeting form, save a valid Email on their contact card first. A phone number alone is not an invitation address.
Check the date/time on your device. The meeting form interprets the entered time in your browser's local time zone; meeting cards display dates in the workspace time zone.

Create a meeting

In Communications, click Schedule meeting. The form opens with Type and meeting details.
Choose In person, Phone, or Video call. In Nadlanite, Property visit is also available. The default for a new meeting is In person.
Fill Title, up to 120 characters. Add Place if useful, up to 200 characters; it is optional.
Set Start and End, including both dates and times. The end must be later than the start.
Fill any additional meeting fields configured by your workspace. Their labels and available choices depend on the workspace, not on a fixed set in this guide.
For Video call, review Create a Google Meet link and, if an email is saved, Send an invitation to the contact. Both are selected by default for a new video meeting. Leave selected only what you intend to request.
Click Save. The form closes after the CRM record is saved. An upcoming, unchecked meeting appears under Meetings; a past or checked-in meeting appears in History. Check its calendar status before assuming the calendar-side action succeeded.

Video calls and invitations

Create a Google Meet link requests a conference link through Google Calendar. It does not generate a link independently of calendar synchronization.
Send an invitation to the contact appears only when the contact has an email. The invitation uses that saved address; the form does not offer a separate recipient entry box.
Without an email, the UI does not request an invitation. Add the email to the contact and reopen the meeting editor if an invitation is needed.
Meet-link creation and invitation are separate choices, available for Video call. Other meeting types do not retain these video options.
Once a Meet URL is available, the card shows Join, which opens the link in a new tab. A saved video meeting without Join does not yet have an available link.

Understand the owner's Google Calendar

When you own the contact

Meetings synchronize automatically when your calendar is connected; the meeting form has no per-meeting calendar opt-out. Look for On Google Calendar, Syncing with Google Calendar, Not on Google Calendar, or Google sync failed on the card.

For an eligible unsynced meeting, open Actions and choose Add to calendar again when offered. A pending or synchronized meeting does not offer this same retry action.

When a teammate owns the contact

Creating a meeting for someone else's contact can save it in CRM without immediately adding it to their calendar. If their calendar is connected, the system creates an owner-approval request. The card shows Waiting for {owner}'s approval, with the owner's name.

A change to the time of an already calendar-linked meeting also requires owner approval; the requested time is shown alongside the waiting badge, rather than silently moving their calendar event. The contact owner can review the request and choose Approve or Decline. Only that owner can decide it.

Where offered, Request adding to {owner}'s calendar requests calendar addition rather than bypassing approval. If the owner has no connected calendar, a teammate's calendar connection does not replace it.

Edit or document a meeting

Find the card under Meetings or History, open Actions, and choose Edit. The Edit meeting form opens with the saved details. Change the relevant fields and click Save. Calendar approval rules still apply.
After the meeting's end time, find it in History with Awaiting check-in. Select 1–5 stars and optionally enter Summary.
Click Check-in if the meeting happened. A held meeting requires a rating; the saved card shows the outcome and rating. Alternatively choose We didn't meet. That outcome saves without a rating, even if stars were selected before clicking it.
To correct a saved outcome, use Actions → Edit check-in. Tell the assistant more opens the assistant with a drafted question about the meeting; it does not send that draft automatically.

Delete in the meeting's Actions menu removes the meeting record when your permissions allow it and requests removal of its linked calendar event. This is different from a calendar-addition or time-change request; use it only when the meeting itself should be deleted.

Nadlanite property visits

For Property visit, the form adds Property for visit. Use the search field and select the relevant property; choices include the address, city when available and seller name. The property link is optional. The server rejects linking a seller's own contact as the visitor to their own property. Record the viewing on the visiting contact instead.

If something goes wrong

What you see	Why it happens	What to do
Missing:	Title, start or end is missing or a date/time is invalid	Complete Title, Start and End
End time must be after the start time	End is equal to or before start	Correct the date and time, including the end date for an overnight meeting
No invitation checkbox	The contact has no saved email, or the type is not Video call	Save the contact's Email and choose Video call
No Join after saving	A Meet URL is not available yet	Check the owner's connection, calendar status and any waiting approval; do not assume a link was created
Not on Google Calendar or Google Calendar is not connected	The required owner's calendar is unavailable or the event cannot be synchronized there	Ask that owner to connect or review their calendar, then use the offered retry/request action
Waiting for {owner}'s approval	A teammate requested addition or a time change	Ask the contact owner to review the request; do not create duplicate meetings to bypass it
Google sync failed	The calendar-side action failed although CRM may have saved	Review the connection and retry through Actions when offered
Check-in refuses a rating-free held meeting	A held meeting needs 1–5 stars	Choose stars and Check-in, or use We didn't meet only if it did not happen
Meeting controls are absent or disabled	You lack meeting write access or the contact is frozen	Ask the contact owner to review access