Manage Prospect/Client Conversations
Depending on your role in WorkBook, you can manage prospect/client conversations by deleting or marking them as favorites, adding conversation participants, editing subscription settings, adding reminders, and sending document attachments to conversation participants for their approvals.
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 manage a prospect and client conversation:
Parent Topic: Prospect Card