Add External References to Prospects/Clients
Depending on your role in WorkBook, you can add external references to prospects/clients from the prospect card.
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:
- Display the prospect card. See Display the Prospect Card.
- On the side toolbar of the prospect card, click External References .
- Add external references as needed.
Parent Topic: Prospect Card