Adding a Meeting Speaker

The following procedure shows you how to add speaker information to a meeting.

To add a meeting speaker

1. Navigate to the Activities screen, then the Meeting List view.

2. In the Activities list, do one of the following:

   • Create a new meeting. For more information, see Creating a Meeting.

   • Select an existing meeting and then drill-down on the Name field.

3. Click the Meeting Speakers tab.

4. In the Meeting Speakers list, create a new record and complete the necessary fields.

   Affiliated contacts are those associated with the account (if any) specified in Step 3 in the topic Creating a Meeting. For more information, see Indicating an Affiliation Between an Account and a Contact.