Define Optional Fields for Prospects/Clients
Depending on your role in WorkBook, you can define optional fields for prospects/clients 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 define optional fields for a prospect/client:
- Display the prospect card. See Display the Prospect Card.
- On the side toolbar of the prospect card, click Optional Fields .
- Enter your comment and the names of the optional fields in the fields provided.
Parent Topic: Prospect Card