Display the Prospect Card from Resources
Depending on your role in WorkBook, you can display the prospect card from 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 display the prospect card (resource information card) from Resources:
- On the main toolbar, click Resources .
- In the Resource Type Filter field next to the Search in Grid field, select Prospect as your filter.
- In the grid, select a prospect.
- On the grid toolbar, click Horizontal Resource Information or Vertical Resource Information to display the resource information card, if it is not already displayed.
Parent Topic: Display the Prospect Card