Resource Search
Use the procedures in this section to search for clients or prospects using filters.
- Related Topics:
- Create Resource Searches
Depending on your role in WorkBook, you can create resource searches for filtering or performing searches based on prospect and activity data. - Define or Update Resource Searches
Depending on your role in WorkBook, you can define or update resource searches for filtering or performing searches based on prospect and activity data. - Copy Resource Searches
Depending on your role in WorkBook, you can copy resource searches.
Parent Topic: Procedures