Deactivate a Prospect/Client Contact
Depending on your role in WorkBook, you can deactivate prospect/client contacts that you no longer need from the contact card - for example, if the contact has resigned from a client. You can assign that contact's activities to a new contact before deactivating the current one.
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 deactivate a prospect/client contact:
Parent Topic: Prospect Card