Add Interest Codes to Prospect/Client Contacts

Depending on your role in WorkBook, you can add interest codes to prospect/client contacts. The interest codes then become available for selection in the Information section of 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 add interest codes to a prospect or client contact:

1. Display the contact card. See Display the Contact Card
2. On the side toolbar of the contact card, click Interest Codes .
3. On the top toolbar of the contact card, click Create New .
4. To create a new interest code group, enter the interest code group name in the Group Name field in the New Interest Code dialog box, then click .
5. To add an interest code to the newly-created interest code group, select the interest code group in the Add New List to Group field, then enter the code name in the Subject Name field.
6. Click OK.