Add & Delete A Contact

This includes speakers, sponsors, and exhibitors.

Updated over a week ago

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 People 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.

  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 People (or Speaker) 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 your selection. Click "Delete".

    1. Note: This action can not be undone.

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