On a Contact record, go to Related > Speakers
Click on New Event Speaker
On the General tab, there are two required fields:
- Speaker Contact (this will automatically link to the Contact record)
- Speaker Preferred Name: this is an open text box where you can type the same or preferred name
You can also fill out any of the other optional fields on this tab.
Once we add events into the new system, we can also directly link speakers to Dynamics-created events and sessions.
On the Checklist tab you can enter any Bio information. Nothing is required on this tab.
On the Checklist tab you can enter any approval dates or dates of collateral items received. Nothing is required on this tab.
On the Speaker Notes tab you can enter any preferred notes.
On the Additional Info tab, this displays Create and Modified dates as well as the record status (Active or Inactive). This will automatically populate as Active.
Once complete, click Save and Close
The linked record will appear on the Conact.
You can also see a view of all Speakers/Presenters by going to that service in the sidebar.
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