Adding Sponsors to a Meeting Product

Information about sponsors of a meeting can be entered on the Sponsors sub-tab on the Meetings tab of a Products record.

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

  2. Enter or select the name of the sponsor in the Sponsor field. The sponsor is required to have a Companies record before it can be added to the Sponsors record.
  3. Select a contact person from the sponsoring company in the Contact field. The contact is required to have a Persons record before they can be added to the Sponsors record.
  4. Enter the dollar Amount contributed as a sponsor.
  5. Click OK to save and close the Sponsor record.
  6. Repeat steps 1 through 5 to add additional sponsors to the Meetings product.
    • Alternatively, you can click OK and New in Step 5 to save the current record and open a new Sponsors record in one step.
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