View or Update a Prospect/Client/Resource Contact's Information
Depending on your role in WorkBook, you can view or modify contact information from the contact card.
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 or update a prospect/client/resource contact's information:
- Display the contact card. See Display the Contact Card
- On the side toolbar of the contact card, click Information
- Update the contact information as needed.
Parent Topic: Contact Card