View Prospect/Client Contact Jobs
Depending on your role in WorkBook, you can view prospect/client contact jobs and join job 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 jobs:
- 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 Jobs This Resource is On tab.
- To view open and closed jobs, select Both.
- To join a job conversation, use the Comment field in right pane of the contact card.
Parent Topic: Contact Card