Display the Prospect Card from CRM

Depending on your role in WorkBook, you can display the prospect card from different locations in CRM.

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 display the prospect card from CRM:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click any of the following:.
   • Pipelines
   • My Activities
   • Clients & Prospects List
   • All Activities
3. Depending on you selection in the previous step, select a pipeline, a pipeline activity, or a client or prospect in the grid.
4. On the right edge of the grid toolbar, click Show/Hide Prospect Card .