Add Booths and Exhibitors to a Meeting

Add an Exhibitor to a Meeting

Note: Exhibitors need to have a Contact or Account record prior to assigning them to a Meeting.

For more details on the Meeting Exhibitor entity including field descriptions, click here.

1. Open the Meeting record for which you would  like to add an Exhibitor. 
2. Navigate to Setup > Meeting Exhibitors.
3. On the ribbon toolbar, click Add New Meeting Exhibitor. 
4. Use the lookup to the right of the Contact field or the Account field to search for the exhibitor.
5. Click Save or Save & Close.

Add a Booth to a Meeting

For more details on the Meeting Booth entity including field descriptions, click here.

1. Open the Meeting record and navigate to Setup > Booths. 
2. Click the Add New Meeting Booth button in the ribbon toolbar.
3. Fill out the fields in the Meeting Booth Form. Those marked with a red asterisk (*) are required.  
4. Click Save or Save and Close. 

Assign a Booth to an Exhibitor From the Exhibitor Window

1. Navigate to Setup > Meeting Exhibitors ,  then open the Exhibitor record you choose.
2. Click the Add Meeting Booth record button (+) in the Meeting Booths (Sub-Grid).
3. Fill out the fields in the Meeting Booth Form. Those marked with a red asterisk (*) are required.  
4. Click Save or Save and Close. 

From the Booth Window 

1. Click on the lookup next to the Exhibitor field.
2. Select the Exhibitor you wish to assign and click OK.
3. Click Save or Save and Close.