Information about the speaker and their presentation can be entered on the Speakers sub-tab on the Meetings tab of a Products record.
- Open a new Speakers record from the Speakers sub-tab on the Meetings tab of the Products record.
- 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.
- Select the speaker's Status in relation to the meeting.
- Select the speaker's role from the Type drop-down list.
- Provide the speaker's Title.
- Enter the Start Date and End Date for the speaker's work at the meeting.
- Click OK to save and close the Speakers record.
- 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.