Enable Prospect/Client Contacts to Create Client Jobs
Depending on your role in WorkBook, you can use the contact card to enable prospect/client contacts to create jobs for clients. You can also define the contacts' access to jobs and job teams.
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 enable a prospect/client contact to create jobs for clients:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Contact Access .
- On the Create Job tab, add the clients for which the contact can create jobs.
Parent Topic: Contact Card