View Prospect/Client Contact Conversations
Depending on your role in WorkBook, you can view prospect/client contact conversations.
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 view prospect/client contact conversations:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Resource-related Items .
- On the top toolbar of the contact card, click the View Conversations This Resource is On tab.
- To view conversations that you started where the selected contact is also a participant, select User is Author.
- Click the conversation that you want to view.
-
To join a conversation, use the
Comment
field in the right pane of the contact card.
- Public: the conversation is visible to all companies in WorkBook and their employees.
- Private: the conversation is visible only to the selected company and its employees.
Parent Topic: Contact Card