Display the Contact Card
Displaying the contact card depends on your location in WorkBook.
- Related Topics:
- Display the Contact Card from Pipelines
Depending on your role in WorkBook, you can display the contact card from Pipelines in CRM. - Display the Contact Card from My Activities
Depending on your role in WorkBook, you can display the contact card from My Activities in CRM. - Display the Contact Card from Clients and Prospects List
Depending on your role in WorkBook, you can display the contact card from Clients & Prospects List in CRM. - Display the Contact Card from All Activities
Depending on your role in WorkBook, you can display the contact card from All Activities in CRM. - Display the Contact Card from the Resource Information Card
Depending on your role in WorkBook, you can display the contact card from the resource information card in Resources.
Parent Topic: Contact Card