Link Profiles to Prospect/Client Contacts
Depending on your role in WorkBook, you can link multiple profiles to each prospect/client contact. To do this, you must first create the profiles in
.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 link profiles to a prospect/client contact:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Profile .
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Link profiles to the contact by taking any of the following actions:
- To link a profile to the contact, click Add New Profile Line on the top toolbar of the contact card.
- To link all profiles in the system to the contact, click Add Missing Lines on the top toolbar of the contact card.
- Use the columns in the contact card grid to define each of the profiles that you linked to the contact.
Parent Topic: Contact Card