Creating an Agenda

You can add an agenda for each marketing activity 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 desired marketing activity and select Agenda Item from the context menu.
   Note: You can add agenda items to campaigns for events consisting of only a single track.
2. Click on (New).
3. You can:
   • First select the topic in the Lecture subject field. You can then select a speaker assigned to this topic by selecting Select Speaker for Topic from the context menu.
   • Or, first select the speaker in the Person field. You can then select a topic assigned to this speaker by selecting Select Topic for Speaker from the context menu.

     For information on speakers and topics, see Adding Speakers and Adding Lecture Subjects.

4. Enter further information, such as the time and location.
5. Switch to the Speaker tab to enter further information such as the date of the invitation, the date of confirmation and fee.
6. Save.

Adding Speakers

Speakers must be added to Aurea.CRM as a Person or Person in Company record. Enter "Speaker" in the Person Type – Person Type 5 fields, in order to make it easier to search for these persons.

Adding Lecture Subjects

Add topics available for all events in the Lecture Subject info area. The Lecture Subject info area is also used to link speakers to topics.

To add a new topic:

1. Switch to the Lecture Subject info area.
2. Click on (New).
3. Enter details on the lecture subject, such as the category, title, duration and language.
4. Select Lecture/Speaker from the context menu.
5. Enter the speaker (Company and Person fields).
6. Save.

To add a new topic from a person (a speaker):

1. Switch to the desired person.
2. Select Lecture/Speaker from the context menu.
3. Click on (New).

   The person is entered automatically.

4. Enter details on the lecture subject, such as the category, title, duration and language.
5. Save.