You can add Key Contacts to Promoter Details for Events using the Promoter Module in Master Tour 3. Key Contacts appear in the Key Contacts section in the Promoter Details, as well as in the Key Contacts Widget in the Tour Date Dashboard.
This article covers:
How to Navigate to the Promoter Module
Within Master Tour, select the Tour Date that you would like to add Key Contacts to Promoter Details in.
- Click on the Organization Selector dropdown menu in the upper left of the application.
- Select an Organization.
- Select a Tour from the Tour Selector dropdown menu.
- Select a Tour Date in the Tour Date List on the right of the application.
- Click on Events in the left menu.
- Click on Promoter in the Events menu.
How to Add Key Contacts to Promoter Details
Scroll down to the Key Contacts section. To add an existing contact, click into the Start typing to find contact field.
Search for and select the Contact that you would like to add.
You will then see the Key Contact record added to the Key Contacts section.
To add a new Contact, click on the + button for Add Contact.
In the Add Contact window:
- Populate Contact fields such as First, Middle, Last, Role, Phone Numbers, Emails, and URLs.
- Click on the Add button.
You will then see the Key Contact record added to the Key Contacts section.
