Group Prospect/Client Conversations

Depending on your role in WorkBook, you can group prospect/client conversations by date, name, resource type, or period 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 group prospect/client conversations:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Conversation .
3. In the left pane of the prospect card, click > Grouping, and select a grouping option.