Depending on your role in WorkBook, you can add prospects in
CRM. Alternatively, you can add prospects and clients 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.
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On the main toolbar, click
CRM
.
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In the left navigation pane, click
Clients & Prospects List.
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On the grid toolbar, click
Add New Prospect
.
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In the Add New Prospect dialog box, enter the prospect's name, address, contact information, business classification, and the employee responsible for the prospect.
You can also choose to create a new pipeline and activity for the prospect at this stage.
-
Click
OK.
If you chose to create a new pipeline and activity for the prospect in the previous step, WorkBook displays the Create a New Pipeline dialog box and the Add New Pipeline dialog box.