Display Inactive Prospect/Client Contacts
Depending on your role in WorkBook, you can display inactive prospect/client contacts from the contact card. You need to make inactive contacts visible before you can activate, anonymize, or merge them with other contacts.
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 display inactive prospect/client contacts:
- 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.
Parent Topic: Prospect Card