Link Profiles to Prospect/Clients
Depending on your role in WorkBook, you can link multiple profiles to prospects/clients from the prospect card. To do this, you must first create the profiles in
.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 link a profile to a prospect/client:
- Display the prospect card. See Display the Prospect Card.
- On the side toolbar of the prospect card, click Profile .
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Link the profiles by completing any of the following actions:
- To link a profile to the prospect/client, click Add New Profile Line on the top toolbar of the prospect card.
- To link all profiles in the system to the prospect/client, click Add Missing Lines on the top toolbar of the prospect card.
- Use the columns in the prospect card grid to define each of the profiles that you linked to the prospect/client.
Parent Topic: Prospect Card