Contact Card Use the procedures in this section to complete tasks related to client and prospect contacts. Related Topics: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. Create One-on-One Conversations with Prospect/Client Contacts Depending on your role in WorkBook, you can have one-on-one task conversations with prospect/client contacts. All one-on-one conversations are private. Only you and the contact that you are having the conversation with have access to the conversation. You can also view your one-on-one conversations in Inbox. Define Access Settings for Prospect/Client Contacts Depending on your role in WorkBook, you can modify the access settings for prospect/client contacts. These include the login name, access role, password, and the ability to create new tags, open and close task and tickets, and add job team members and contacts to clients. Define Job-Access Settings for Prospect/Client Contacts Depending on your role in WorkBook, you can define which clients a prospect/client contact has job access to. You can also define the level of job access for each contact. Enable Prospect/Client Contacts to Access Job Teams Depending on your role in WorkBook, you can grant prospect/client contacts access to job teams. Enable Prospect/Client Contacts to Create Client Jobs Depending on your role in WorkBook, you can use the contact card to enable prospect/client contacts to create jobs for clients. You can also define the contacts' access to jobs and job teams. Add Custom Codes to Prospect/Client Contacts Depending on your role in WorkBook, you can add multiple custom codes to prospect/client contacts. You can also delete custom codes that you no longer need. Link Profiles to Prospect/Client Contacts Depending on your role in WorkBook, you can link multiple profiles to each prospect/client contact. To do this, you must first create the profiles in Settings > Clients & Resources > Resource Profiles. View Prospect/Client Contact Conversations Depending on your role in WorkBook, you can view prospect/client contact conversations. View Prospect/Client Contact Tasks Depending on your role in WorkBook, you can view prospect/client contact tasks and join task conversations. View Prospect/Client Contact Jobs Depending on your role in WorkBook, you can view prospect/client contact jobs and join job conversations. View Prospect/Client Contact Pipelines Depending on your role in WorkBook, you can view prospect/client contact pipelines. Create Pipelines From the Prospect/Client Contact Card Depending on your role in WorkBook, you can create pipelines for prospect/client contacts from the prospect card. 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. You can use interest codes to track your prospect or client contacts' interests. For example, if you have prospect or client contacts who are interested in golf, you can invite them to activities or events that are related to that sport. Merge Prospect/Client Contacts' Interest Codes Depending on your role in WorkBook, you can merge a prospect/client contact's interest codes. Manage Prospect/Client Contacts' Folders and Documents Depending on your role in WorkBook, you can create, delete, or rename folders from the contact card and use them to upload, create, edit, rename, duplicate, and download files and documents. Manage Prospect/Client Contacts' Emails Depending on your role in WorkBook, you can manage a prospect/client contact's emails by deleting, moving, downloading, forwarding, or replying to them. You can also download all email attachments as zip files. Define Optional Fields for Prospect/Client Contacts Depending on your role in WorkBook, you can define optional fields for prospect/client contacts. Define Default Job Settings for Prospect/Client Contacts Depending on your role in WorkBook, you can define the default job settings for prospect/client contacts. Add External References to Prospect/Client Contacts Depending on your role in WorkBook, you can add external references to prospect/client contacts. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresContact Card
Contact Card Use the procedures in this section to complete tasks related to client and prospect contacts. Related Topics: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. Create One-on-One Conversations with Prospect/Client Contacts Depending on your role in WorkBook, you can have one-on-one task conversations with prospect/client contacts. All one-on-one conversations are private. Only you and the contact that you are having the conversation with have access to the conversation. You can also view your one-on-one conversations in Inbox. Define Access Settings for Prospect/Client Contacts Depending on your role in WorkBook, you can modify the access settings for prospect/client contacts. These include the login name, access role, password, and the ability to create new tags, open and close task and tickets, and add job team members and contacts to clients. Define Job-Access Settings for Prospect/Client Contacts Depending on your role in WorkBook, you can define which clients a prospect/client contact has job access to. You can also define the level of job access for each contact. Enable Prospect/Client Contacts to Access Job Teams Depending on your role in WorkBook, you can grant prospect/client contacts access to job teams. Enable Prospect/Client Contacts to Create Client Jobs Depending on your role in WorkBook, you can use the contact card to enable prospect/client contacts to create jobs for clients. You can also define the contacts' access to jobs and job teams. Add Custom Codes to Prospect/Client Contacts Depending on your role in WorkBook, you can add multiple custom codes to prospect/client contacts. You can also delete custom codes that you no longer need. Link Profiles to Prospect/Client Contacts Depending on your role in WorkBook, you can link multiple profiles to each prospect/client contact. To do this, you must first create the profiles in Settings > Clients & Resources > Resource Profiles. View Prospect/Client Contact Conversations Depending on your role in WorkBook, you can view prospect/client contact conversations. View Prospect/Client Contact Tasks Depending on your role in WorkBook, you can view prospect/client contact tasks and join task conversations. View Prospect/Client Contact Jobs Depending on your role in WorkBook, you can view prospect/client contact jobs and join job conversations. View Prospect/Client Contact Pipelines Depending on your role in WorkBook, you can view prospect/client contact pipelines. Create Pipelines From the Prospect/Client Contact Card Depending on your role in WorkBook, you can create pipelines for prospect/client contacts from the prospect card. 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. You can use interest codes to track your prospect or client contacts' interests. For example, if you have prospect or client contacts who are interested in golf, you can invite them to activities or events that are related to that sport. Merge Prospect/Client Contacts' Interest Codes Depending on your role in WorkBook, you can merge a prospect/client contact's interest codes. Manage Prospect/Client Contacts' Folders and Documents Depending on your role in WorkBook, you can create, delete, or rename folders from the contact card and use them to upload, create, edit, rename, duplicate, and download files and documents. Manage Prospect/Client Contacts' Emails Depending on your role in WorkBook, you can manage a prospect/client contact's emails by deleting, moving, downloading, forwarding, or replying to them. You can also download all email attachments as zip files. Define Optional Fields for Prospect/Client Contacts Depending on your role in WorkBook, you can define optional fields for prospect/client contacts. Define Default Job Settings for Prospect/Client Contacts Depending on your role in WorkBook, you can define the default job settings for prospect/client contacts. Add External References to Prospect/Client Contacts Depending on your role in WorkBook, you can add external references to prospect/client contacts. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresContact Card