Activate Inactive Prospect/Client Contacts
Depending on your role in WorkBook, you can activate inactive prospect and client contacts 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 activate an inactive prospect/client contact:
- Display the prospect card. See Display the Prospect Card.
-
On the side toolbar of the prospect card, click
Contacts
.
- On the top toolbar of the prospect card, select Show Inactive to display inactive contacts.
-
Select the contact that you want to activate and click
Set Contact Active/Inactive
on the top toolbar of the prospect card.
Parent Topic: Prospect Card