Define Default Job Settings for Prospect/Client Contacts
Depending on your role in WorkBook, you can define the default job settings for prospect/client contacts.
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 define the default job settings for a prospect/client contact:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Contact Default Job Settings .
- Specify the default job settings for the contact.
Parent Topic: Contact Card