As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint.  So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting.

As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call.

What am I missing?  There seem to be 3 types of actions that can be attached to a Deal, a Task, a Meeting and a Call. Why is Task the only option as part of the Blueprint system?

Thanks in advance for your advice!

Best,

Evan