Opinion Leaders and Speaker Management – LSI

You can flag persons in Aurea CRM as opinion leaders and enter information on speakers.

To flag the person as an opinion leader or speaker, switch to the Opinion leader / speaker tab when viewing the desired person:

• Enable the Opinion leader check box to flag the person as an opinion leader.
• Enable the Speaker check box to flag the person as a speaker. Refresh the person tree () > Refresh Working Area).
  • The Speaker Profile node is then displayed in the person tree. You can enter information on the speaker’s education, lectures and publications here.

Switch to the Consultancy Agreements node to enter details on contracts agreed with the person (e.g. fees).