Add & Delete A Contact

Before you can assign a speaker, sponsor, and/or exhibitor to a session, they must be added as a contact within the Contacts module first.

NOTE: If you add a speaker within the Speakers module, the system, by default, will create the contact under the Contacts module first. Once you assign the contact to a session, the contact will then appear within the Speakers module.

How to add a contact

1. Within the Contacts module, select the orange "Add" button at the top right-hand corner of the screen.

   

    

2. Select the "Add New Contact" button in the pop-up window.

   

3. Add all of the contact's information (i.e. name, phone number, address).

   1. NOTE: First name last name, and email address are required.

4. Click "Save" once complete

How to delete a contact

1. Within the Contacts module, select the box to the left of the contact record.

2. At the top of the page, select "Delete".

   

3. You will see a pop-up window that asks you to confirm whether you want to delete them from this event, OR from all events within your organization. Click your preferred option.