Define or Update Resource Searches

Depending on your role in WorkBook, you can define or update resource searches for filtering or performing searches based on prospect and activity data.

To define or update a resource search:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Resource Search.
3. In the grid toolbar, select the search that you want to define or modify.
4. Use the side toolbar in the right pane to define the search settings.
   • Search Setup - Use this menu to change the search title and owner and to create new search expressions. For example, you can create an expression about playing golf with prospects from selected companies. The settings in the Search Setup menu determines the results displayed in the Search Results menu.
   • Search Results - This menu displays the search results based on the search settings in the Search Setup menu.
   • Search Activity - This menu enables you to create activities that you can associate with the search results. For example, you can set up a meeting with prospects if your resource search was defined to return a list of prospects in the Search Setup menu.