Depending on your role in WorkBook, you can move contacts from a prospect/client to another resource.
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 move a prospect/client contact to another resource:
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Display the prospect card. See
Display the Prospect Card.
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On the side toolbar of the prospect card, click
Contacts
.
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In the grid, select the pipeline associated with the prospect or client linked to the contact that you want to move to another resource.
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On the top toolbar of the prospect card, select
Show Inactive to display both active and inactive contacts.
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Select the contact that you want to move to another resource and click
Move Contact
on the top toolbar of the prospect card.
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In the Move Contact dialog box, select a resource type, then select the resource to which you want to move the contact.
For example, you can select
Clients as the resource type and then select the client name from the drop-down list.
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To include the activities associated with the contact in the move, select
Also Move Resource Activities Related to This Contact.
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Click
OK.