Adding Speakers to a Meeting Product

Information about the speaker and their presentation can be entered on the Speakers sub-tab on the Meetings tab of a Products record.

1. Open a new Speakers record from the Speakers sub-tab on the Meetings tab of the Products record.

Meeting Speakers Record

1. Enter or select the name of the Speaker. The speaker needs to have a Persons record before they can be added to the Speakers record.
2. Select the speaker's Status in relation to the meeting.
3. Select the speaker's role from the Type drop-down list.
4. Provide the speaker's Title.
5. Enter the Start Date and End Date for the speaker's work at the meeting.
6. Click OK to save and close the Speakers record.
7. Repeat steps 1 through 7 to add additional speakers.

• Alternatively, you can click OK and New in Step 7 to save the current record and open a new Speakers record in one step.