Merge Prospect/Client Contacts' Interest Codes
Depending on your role in WorkBook, you can merge a prospect/client contact's interest codes.
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 merge a prospect/client contact's interest codes:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Interest Codes .
- On the top toolbar of the contact card, click Merge .
- In the Merge Interest Code dialog box, select the codes that you want to merge.
- Click OK.
Parent Topic: Contact Card