Anonymize Deactivated Prospect/Client Contacts

Depending on your role in WorkBook, you can make prospect/client contacts anonymous after deactivating them.

Note: To complete this task, you must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities.

To anonymize a deactivated prospect/client contact:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Contacts .
3. On the top toolbar of the prospect card, select Show Inactive to display inactive contacts.
4. Select the contact that you want to anonymize and click Anonymize Contact on the top toolbar of the prospect card.