See the meetings on a customer, contact or activity

Every customer, contact, lead, opportunity, ticket and activity carries a Møder tab that answers two questions at a glance: when you next meet them, and what you have already met about.

1. 1Open the record.
2. 2Go to Møder.
3. 3The Næste møde panel at the top shows the very next one: its title, time and where it takes place.
4. 4Switch between Kommende and Tidligere to see everything still ahead, or everything already held. Upcoming runs from soonest to furthest away; past runs from most recent backwards.
5. 5Click any row to open that meeting.

Use Planlæg møde on the same tab to book the next one. It prefills the company and the people from the record you are standing on, so you do not retype them. Create a calendar event covers the event itself.

On an activity the tab shows the meetings for the company the activity is about, not just meetings tied to that one task, so a follow-up task tells you when you are next in front of that customer. An activity with no company falls back to the contact person.

A meeting that is running right now stays under Kommende until it actually ends, so it does not disappear from view halfway through.

Meetings booked in Outlook or Google

You do not have to book through DealJourney for a meeting to appear here. Once your calendar is connected (Connect your calendar), a meeting you booked in Outlook or Google shows on a record when someone from that record is on the invite: for a person, their own email address; for a company, any of its contact persons. The same meeting booked in DealJourney and mirrored to your Outlook calendar is listed once, not twice.

So if a meeting is missing from a company, the usual reason is that nobody from that company was on the invite as a contact person. Add the person you met as a contact on the company, and the meeting appears. You can also attach the meeting to the record by hand, which is the way to put a meeting on a deal: Link a meeting to a customer, person, lead or deal.

When you convert a lead into a deal, the meetings already shown on that lead also appear on the deal, including meetings synced from Outlook or Google. The same applies to the customer and contact created from the lead. The original meeting remains on the lead; nothing is moved or sent again. This also works for leads converted earlier, and private meetings keep the same visibility rules.

Two things are deliberately never shown to colleagues: a meeting you marked private, and anything from a calendar you have kept out of the shared view. Those stay visible only to you and the other people on the invite (Private meetings).

Ask Dealy about the meetings

Dealy reads the same meetings as this tab, typed or on a voice call. Ask "when did we last meet Acme?", "what meetings do we have with Tom coming up?" or "what did we agree in the last meeting?" and it lists every meeting on the customer, contact, lead or deal, past and upcoming, whoever booked it. You do not have to open the record first; a company or person's name is enough.

For each meeting Dealy also tells you what DealJourney holds from it: the text of the invite, notes logged against it, notes typed in a DealJourney video call, and the summary of a Teams or Klang recording. Ask about one meeting and it reads the whole thing, transcript included, so you can ask what was said.

Dealy only says a customer has had no meetings when this list is genuinely empty for you. It follows the same visibility as the tab: private meetings and meetings from a calendar kept out of the shared view appear only for the people on the invite. An all-day entry, such as a day travelling, is described as all day on its date rather than as a meeting with a time.