Create Resource Searches

Depending on your role in WorkBook, you can create resource searches for filtering or performing searches based on prospect and activity data.

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 a resource search:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Resource Search.
3. On the grid toolbar, click Create Resource Search .
4. In the Create New Search dialog box, enter a title and click OK.
   WorkBook displays the new resource search in the grid. To define the resource search, see Define or Update Resource Searches.