Anonymize Deactivated Prospect/Client Contacts
Depending on your role in WorkBook, you can make prospect/client contacts anonymous after deactivating them.
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 anonymize a deactivated 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 anonymize and click Anonymize Contact on the top toolbar of the prospect card.
Parent Topic: Prospect Card