Depending on your role in WorkBook, you can manage prospect/client conversations from the prospect 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 create a prospect/client conversation:
-
Display the prospect card. See
Display the Prospect Card.
-
On the side toolbar of the prospect card, click
Conversation
.
-
In the left pane of the prospect card, click
.
-
In the Create Resource Conversation dialog box, start a conversation by entering a comment and selecting the participants in the conservation.
You can specify if the conversation is open or private. You can also attach files, audio messages, and links.
-
Click
Publish or
Private.
- Public: the conversation is visible to all companies in WorkBook and their employees.
- Private: the conversation is visible only to the selected company and its employees.
You can manage conversation by clicking
Conversation Options
on the upper-right corner of the conversation pane. For more information about conversation options, see
Manage Resource Conversations.