Add External References to Prospect/Client Contacts
Depending on your role in WorkBook, you can add external references to prospect/client contacts.
Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.
To add external references to a prospect/client contact:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click External References .
- Add external references as needed.
Parent Topic: Contact Card