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Speaker CRM
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Advice and answers from the Sessionboard Team
Feature Overview Guides
Product Release Notes
Frequently Asked Questions
Feature Overview Guides
Event Settings
Event Team Access & Permissions
Emails & SMS Messages
Portal
People Module
Sessions Module
Session Content Management
Applications
Speaker CRM
General
Evaluations
Exhibitors/Sponsors
Subsessions
Speakers
Understanding Sessionboard Terms & Roles
Portal Users
Integrations
Partners
Uncategorized
Feature Overview Guides
Sessionboard Overview
New Client Onboarding Checklist
Branding Assets & Dimensions
Event Settings
Language Translation/Variant
Portal Settings
Submission Form Settings
Set up Event Details
Event Team Access & Permissions
Reset Password (User Instructions)
Invite & Manage Event Team Members
Unlock Event Users
New User Login Instructions
Emails & SMS Messages
Automated Emails
ADD ON: Custom Email Domain
Creating & Sending Emails
Email Templates
Email & SMS History
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Portal
Create & Assign Portal Forms
Configure & Customize Portals
Create & Share Wiki Pages
Create & Share Files
Collect Documents/File Requests
Create & Assign Tasks
Inviting Users To The Event Portal
Creating Custom Portals
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People Module
Contact Profile Overview
Contacts Module Overview
Adding existing contacts to a new event
Changing A Contact's Email Address
Add & Delete A Contact
Create & Assign A Session Submitter
Add A Moderator & Chairperson
Additional Contacts
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Sessions Module
Build and manage your agenda
Create a session submission form
Agenda & Speaker Embeds
Accept or Decline Submissions
Conflict Detection
Session Settings
Adding A Session Manually
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Session Content Management
Enable, Upload, & Download Content
Applications
Create Applications
Speaker CRM
ADD ON: Speaker CRM Overview
CRM Set-Up & Best Practices
CRM Contact Fields
CRM Advanced Search
CRM Segments
CRM Communications
CRM Add Contact(s) To An Event
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General
Importing Data
Dashboard Views
Sponsor/Exhibitor Profile Form
Creating Custom Reports
Exporting Data
Subscribe To Feed
Bulk Edit Fields
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Evaluations
(Evaluators) How To Evaluate Sessions
Create & Manage Evaluation Plans
Exhibitors/Sponsors
Create A Sponsor & Exhibitor Intake Form
Sponsor Intake Form
Sponsor Settings
Exhibitor Intake Form
Adding Sponsor Groups & Contacts
Adding Exhibitor Groups & Contacts
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Subsessions
Viewing Subsessions Within the Agenda
Reverting A Subsession Back To A Parent Session
Create A Subsession
Converting a Session to a Subsession
Speakers
Creating & Assigning Speakers