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Proposal builder — Speakers bureau proposal builder in Salesforce

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Speakers bureau proposal builder in Salesforce

A proposal builder for a speakers bureau, set inside Salesforce as its own tab. Agents gather speakers into groups (political, environment, athletes and sport), and both the groups and the people in them can be reordered by dragging or with up and down arrows.

Selecting a speaker opens their details on the right, with tabs for the agent’s notes, biography and speaking fees. Fees are listed by region, such as local, Europe, America and Middle East/Latin, and each row can be expanded or dragged into a different order.

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