Open Resource Card of Account Managers of CRM Activities for Follow-Up

Use CRM Activities for Follow-Up to open the resource card of the Account Managers of CRM activities for follow-up.

To use CRM Activities for Follow-Up, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the Account Manager of a CRM activity for follow-up:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > CRM Activities for Follow-Up.
3. Highlight the CRM activity for follow-up of the Account Manager whose resource card you want to open.
4. Double-click on the corresponding Responsible field.
   WorkBook opens the Account Manager's resource card.