Depending on your role in WorkBook, you can add contacts to prospects and clients in the prospect card in
. Alternatively, you can add contacts to prospects and clients in the prospect card in
Clients & Prospects List,
My Activities, and
All Activities in
CRM, and in the resource information card in
Resources.
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 a contact to a prospect or client from the Pipelines module:
-
On the main toolbar, click
CRM
.
-
In the left navigation pane, click
Pipelines.
-
In the grid, select the pipeline associated with the prospect or client to which you want to add a contact.
-
On the grid toolbar, click
Show/Hide Prospect Card
to display the prospect card, if it is not already displayed.
-
On the side toolbar of the prospect card, click
Contacts
.
-
On the top toolbar of the prospect card, click
Add New Contact
.
-
Use the fields and options in the Add New Contact dialog box to add a new contact.
-
Click
OK.
WorkBook displays the card for the newly-created contact.
-
Use the contact card to allow the contact to create jobs for prospects and clients and to add contact information such as skills, interests, profiles, and custom codes. The card also provides information about the contact's project-related activities once these activities are defined for the contact.