Prospect Card
The prospect card enables you to manage client-and prospect-related information and activities, such as updating client or prospect information, adding pipelines and pipeline activities, viewing pipeline logs, and organizing documents, emails, and conversations.
- Related Topics:
- Prospect Card - Procedures
Depending on your role in WorkBook, you can manage and complete client- and prospect-related settings and tasks from the pipeline card. These include updating client or prospect information, adding pipelines and pipeline activities, viewing pipeline logs, and organizing documents, emails, and conversations.
Parent Topic: CRM