Hand people to Marketing, Sessions, Learning and Awards
Sessionboard CRM is where your people live. The other Sessionboard apps are where you do something with them. From a list in CRM, hand a selection to the app that does the next step.
Why use it
Section titled “Why use it”You found the right people in CRM: members who spoke last year, your warm opportunities, everyone at your sponsors. Handing them off takes them to the next step in one go, with no export, no spreadsheet and no copying names.
What you can do
Section titled “What you can do”| Action | Opens | What happens there |
|---|---|---|
| Invite to a webinar | Sessionboard Marketing | Pick the webinar and launch the invitation. |
| Put on a call for speakers | Sessionboard Sessions | Invite them to submit to your call for speakers. |
| Turn their talks into a course | Sessionboard Learning | Start a course from their sessions. |
| Nominate | Sessionboard Awards | Nominate them in an awards program. |
Hand people off
Section titled “Hand people off”Choose who
On People, select people, or filter the list to everyone you want, such as your warm opportunities.
Choose the action
Sessionboard CRM saves your selection as a list named for where it came from and the date, such as “From CRM · Warm opportunities · Nov 9”. It then opens the app with that list.
Carry on in the app
The app picks the list as the audience, or shows it in its people picker. Nothing is sent until you send it there.
The list stays in CRM, so you can see later who you handed off and when.
When you don’t have the app yet
Section titled “When you don’t have the app yet”If your organization doesn’t use that app yet, the action opens the app’s page instead, where an admin can add it. Your list is waiting when you open the app.