Clients and Prospects List Use the procedures in this section to manage your clients and prospects list. Related Topics:Add a Prospect Depending on your role in WorkBook, you can add prospects in CRM. Alternatively, you can add prospects and clients in Resources. Add New Pipeline Activities Depending on your role in WorkBook, you can add pipeline activities to prospects and clients from the main grid in Clients & Prospects List in CRM. Deactivate or Activate Prospects and Clients Depending on your role in WorkBook, you can deactivate or activate prospects and clients in CRM. You cannot deactivate prospects and clients that have open jobs. Alternatively, you can deactivate or activate prospects and clients in Resources. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresClients and Prospects List
Clients and Prospects List Use the procedures in this section to manage your clients and prospects list. Related Topics:Add a Prospect Depending on your role in WorkBook, you can add prospects in CRM. Alternatively, you can add prospects and clients in Resources. Add New Pipeline Activities Depending on your role in WorkBook, you can add pipeline activities to prospects and clients from the main grid in Clients & Prospects List in CRM. Deactivate or Activate Prospects and Clients Depending on your role in WorkBook, you can deactivate or activate prospects and clients in CRM. You cannot deactivate prospects and clients that have open jobs. Alternatively, you can deactivate or activate prospects and clients in Resources. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresClients and Prospects List