Create One-on-One Conversations with Prospect/Client Contacts

Depending on your role in WorkBook, you can have one-on-one task conversations with prospect/client contacts. All one-on-one conversations are private. Only you and the contact that you are having the conversation with have access to the conversation. You can also view your one-on-one conversations in Inbox.

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 create one-on-one conversations with a prospect/client contact:

1. Display the contact card. See Display the Contact Card.
2. On the side toolbar of the contact card, click 1:1 Conversations .
3. Use the Comment field to start or reply to a conversation and click Publish.
4. To view the conversation in your Inbox, position your mouse pointer over the right margin of the conversation pane and click Get Deep Link to This Comment .
5. To edit your comment, position your mouse pointer over the right margin of the conversation pane and click Edit Comment .