Creating an Agenda

You can add an agenda for each campaign representing an event or track. Add agenda items to the agenda, such as lectures, coffee and lunch breaks, entertainment etc.

To add an agenda item:

  1. Switch to the Agenda Items node in the campaign’s tree view.
  2. Click on (New).
  3. Select the speaker:
    1. Click on (Select) next to the Person field.
    2. Click on Start Search.
    3. Select the desired person.
  4. Select the Lecture Subject.
  5. Enter further information, such as the time and location.
  6. Switch to the Speaker tab to enter further information such as the date of the invitation, the date of confirmation and fee.
  7. Save the record.