Overview

The Meetings feature on Endeavor One helps staff track, organize, and manage the connections they create daily with founders, mentors, and other stakeholders.

This tool allows you to create, update, and document meetings while keeping everything fully synced with Salesforce.

Gravação de Tela 2025-06-30 às 17.41.07.mov

Summary:

Accessing Meetings - How to view, filter, and manage meetings

Creating a Meeting - Required fields and how to log it

Editing a Meeting - Who can edit and key actions

Generating Meeting Notes with Endeavor Brain (AI) - How to auto-generate meeting notes

Deleting a Meeting - How deletion works and its impact

Best Practices for Managing Meetings - Roles, statuses, and data accuracy

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FAQ - Answers to questions you may have

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Need Help? – Slack channel and support contact

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Accessing Meetings

You can access Meetings directly from the sidebar navigation on Endeavor One. Click on “Meetings” to open your meetings workspace.

Viewing Meetings in the Kanban

When you open Meetings, you land on the Kanban View, a visual dashboard that helps you quickly track and manage your meetings.

By default, it displays meetings you own from the last 30 days.
Each meeting is represented as a card, organized by its current status (e.g. Potential, Scheduled, Completed).

The Kanban makes it simple to spot which meetings require your attention - whether it's updating a status, completing missing information, or preparing for upcoming connections.

Apply Filters to Refine Your View

You can combine multiple filters to find the meetings that matter most to you.

Date (e.g. last 15 days, 6 months)
Stage (non-selection, pre-selection, post-selection, etc)
Type (FOR, SOR, Mentoring, etc)