Group Prospect/Client Conversations
Depending on your role in WorkBook, you can group prospect/client conversations by date, name, resource type, or period 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 group prospect/client conversations:
- 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 , and select a grouping option.
Parent Topic: Prospect Card