Deactivate or Activate Prospects and Clients
Depending on your role in WorkBook, you can deactivate or activate prospects and clients in CRM. You cannot deactivate prospects and clients that have open jobs. Alternatively, you can deactivate or activate 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.
To deactivate or activate a prospect or client:
Parent Topic: Clients and Prospects List
How to...