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 People module first.

NOTE: If you add a speaker within the Speaker module, the system, by default, will create the contact under the People module first. Once you assign the contact to a session, the contact will then appear within the Speaker 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 Person" button in the pop-up window.
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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 (or Speaker) module, select the box to the left of the contact record.

2. At the top of the page, select "Delete".
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3. You will see a pop-up window that asks you to confirm your selection. Click "Delete".