Define Optional Fields for Prospects/Clients

Depending on your role in WorkBook, you can define optional fields for prospects/clients from the prospect card.

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 define optional fields for a prospect/client:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Optional Fields .
3. Enter your comment and the names of the optional fields in the fields provided.